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 7-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 | $174,404 | $179,726-3.0% | $156,263+11.6% | $142,382+22.5% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 21.84% | 77.86%-56.0pp | 59.47%-37.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $16,489 | $5,069+225.3% | $4,333+280.5% | $4,299+283.6% |
| Participant deferral / active EE | $12,595 | $6,956+81.1% | $6,158+104.5% | $6,507+93.6% |
| Admin fee / account holder | $15 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |