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 | $197,629 | $86,699+127.9% | $73,307+169.6% | $125,391+57.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.71% | 2.78%-1.1pp | 5.67%-4.0pp | 282.22%-280.5pp |
| Employer contribution / active EE | $12,375 | $4,152+198.0% | $3,237+282.3% | $4,866+154.3% |
| Participant deferral / active EE | $21,000 | $5,550+278.4% | $4,991+320.7% | $5,352+292.4% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |