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 7-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 | $164,518 | $85,022+93.5% | $70,515+133.3% | $139,434+18.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 21.50% | 30.38%-8.9pp | 32.77%-11.3pp | 372.94%-351.4pp |
| Employer contribution / active EE | $13,667 | $3,909+249.6% | $2,973+359.6% | $4,751+187.7% |
| Participant deferral / active EE | $17,500 | $5,890+197.1% | $4,567+283.2% | $6,710+160.8% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |