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 | $86,409 | $172,111-49.8% | $150,298-42.5% | $137,256-37.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.43% | 69.37%-49.9pp | 62.79%-43.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $14,795 | $4,636+219.1% | $4,154+256.2% | $4,156+256.0% |
| Participant deferral / active EE | $31,750 | $6,166+414.9% | $5,453+482.3% | $6,407+395.6% |
| Admin fee / account holder | $176 | $16,471-98.9% | $14,116-98.8% | $12,270-98.6% |