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 | $208,585 | $177,572+17.5% | $154,803+34.7% | $142,382+46.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.67% | 65.07%-40.4pp | 58.88%-34.2pp | 217.08%-192.4pp |
| Employer contribution / active EE | $8,437 | $4,810+75.4% | $4,305+96.0% | $4,299+96.3% |
| Participant deferral / active EE | $17,333 | $6,272+176.4% | $5,540+212.8% | $6,507+166.4% |
| Admin fee / account holder | $137 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |