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 | $116,167 | $126,574-8.2% | $106,213+9.4% | $145,922-20.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.56% | 224.79%-208.2pp | 116.14%-99.6pp | 561.29%-544.7pp |
| Employer contribution / active EE | $15,921 | $3,730+326.8% | $3,171+402.0% | $4,660+241.7% |
| Participant deferral / active EE | $12,297 | $5,724+114.8% | $5,016+145.2% | $6,688+83.9% |
| Admin fee / account holder | $14 | $17,304-99.9% | $11,033-99.9% | $13,397-99.9% |