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 | $181,809 | $162,781+11.7% | $133,956+35.7% | $158,922+14.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.24% | 41.94%-29.7pp | 45.09%-32.9pp | 302.83%-290.6pp |
| Employer contribution / active EE | $14,687 | $4,975+195.2% | $3,919+274.8% | $4,761+208.5% |
| Participant deferral / active EE | $13,020 | $5,911+120.3% | $5,048+157.9% | $5,982+117.6% |
| Admin fee / account holder | $50 | $11,736-99.6% | $8,927-99.4% | $11,246-99.6% |