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 | $236,037 | $96,557+144.5% | $80,975+191.5% | $273,961-13.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.72% | 15.14%-5.4pp | 17.10%-7.4pp | 41.45%-31.7pp |
| Employer contribution / active EE | $29,000 | $4,868+495.7% | $3,714+680.8% | $4,869+495.6% |
| Participant deferral / active EE | $24,000 | $6,598+263.8% | $5,696+321.3% | $5,287+353.9% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |