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 4-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 | $171,493 | $185,822-7.7% | $169,993+0.9% | $139,434+23.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.76% | 60.50%-37.7pp | 53.37%-30.6pp | 372.94%-350.2pp |
| Employer contribution / active EE | $20,555 | $7,590+170.8% | $6,785+202.9% | $4,751+332.7% |
| Participant deferral / active EE | $11,250 | $11,622-3.2% | $10,408+8.1% | $6,710+67.7% |
| Admin fee / account holder | $10 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |