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 | $229,313 | $183,519+25.0% | $155,509+47.5% | $145,922+57.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.25% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.0pp |
| Employer contribution / active EE | $26,182 | $5,313+392.8% | $4,672+460.3% | $4,660+461.9% |
| Participant deferral / active EE | $10,502 | $6,462+62.5% | $5,626+86.7% | $6,688+57.0% |
| Admin fee / account holder | $81 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |