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 | $118,680 | $175,202-32.3% | $149,673-20.7% | $139,434-14.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.09% | 166.71%-150.6pp | 134.42%-118.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $10,537 | $5,474+92.5% | $4,818+118.7% | $4,751+121.8% |
| Participant deferral / active EE | $14,300 | $6,519+119.4% | $5,680+151.8% | $6,710+113.1% |
| Admin fee / account holder | $101 | $16,150-99.4% | $13,210-99.2% | $11,403-99.1% |