See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,952 | $107,934+50.0% | $91,989+76.1% | $152,861+5.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 22.10% | 89.24%-67.1pp | 69.02%-46.9pp | 345.32%-323.2pp |
| Employer contribution / active EE | $9,114 | $4,210+116.5% | $3,452+164.0% | $4,762+91.4% |
| Participant deferral / active EE | $8,796 | $6,364+38.2% | $5,923+48.5% | $5,850+50.4% |
| Admin fee / account holder | $176 | $10,520-98.3% | $7,743-97.7% | $11,596-98.5% |