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 | $146,040 | $198,466-26.4% | $170,442-14.3% | $147,584-1.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.27% | 257.29%-244.0pp | 205.93%-192.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $10,333 | $6,184+67.1% | $5,433+90.2% | $4,876+111.9% |
| Participant deferral / active EE | $3,780 | $5,629-32.9% | $4,939-23.5% | $5,439-30.5% |
| Admin fee / account holder | $211 | $16,852-98.7% | $13,880-98.5% | $10,885-98.1% |