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 5-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 | $64,587 | $148,534-56.5% | $135,903-52.5% | $139,434-53.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.86% | 79.19%-50.3pp | 68.23%-39.4pp | 372.94%-344.1pp |
| Employer contribution / active EE | $6,731 | $5,243+28.4% | $4,856+38.6% | $4,751+41.7% |
| Participant deferral / active EE | $16,175 | $8,100+99.7% | $7,758+108.5% | $6,710+141.1% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |