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 | $104,369 | $121,625-14.2% | $104,607-0.2% | $158,922-34.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 18.05% | 465.26%-447.2pp | 340.46%-322.4pp | 302.83%-284.8pp |
| Employer contribution / active EE | $13,266 | $3,163+319.4% | $2,681+394.9% | $4,761+178.6% |
| Participant deferral / active EE | $8,420 | $4,177+101.6% | $3,740+125.2% | $5,982+40.7% |
| Admin fee / account holder | $128 | $7,787-98.4% | $6,473-98.0% | $11,246-98.9% |