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 6-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 | $172,220 | $183,592-6.2% | $155,567+10.7% | $145,959+18.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 15.51% | 61.24%-45.7pp | 64.74%-49.2pp | 561.95%-546.4pp |
| Employer contribution / active EE | $15,549 | $5,315+192.6% | $4,674+232.7% | $4,661+233.6% |
| Participant deferral / active EE | $17,087 | $6,464+164.3% | $5,628+203.6% | $6,689+155.5% |
| Admin fee / account holder | $20 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |