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 8-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 | $191,566 | $108,919+75.9% | $100,391+90.8% | $145,922+31.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 54.04% | 57.88%-3.8pp | 49.20%+4.8pp | 561.29%-507.2pp |
| Employer contribution / active EE | $14,801 | $4,419+234.9% | $3,942+275.5% | $4,660+217.6% |
| Participant deferral / active EE | $16,147 | $8,445+91.2% | $8,082+99.8% | $6,688+141.4% |
| Admin fee / account holder | $87 | $9,689-99.1% | $7,899-98.9% | $13,397-99.4% |