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 | $209,734 | $104,974+99.8% | $95,585+119.4% | $142,382+47.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.48% | 210.33%-190.8pp | 38.56%-19.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,744 | $2,779-1.2% | $2,527+8.6% | $4,299-36.2% |
| Participant deferral / active EE | $18,693 | $4,352+329.5% | $4,023+364.7% | $6,507+187.3% |
| Admin fee / account holder | $19 | $6,386-99.7% | $6,127-99.7% | $12,624-99.9% |