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 5-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 | $145,960 | $149,040-2.1% | $120,225+21.4% | $137,256+6.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.14% | 605.68%-584.5pp | 439.23%-418.1pp | 220.34%-199.2pp |
| Employer contribution / active EE | $9,266 | $4,350+113.0% | $3,475+166.6% | $4,156+122.9% |
| Participant deferral / active EE | $31,000 | $4,655+566.0% | $3,999+675.2% | $6,407+383.9% |
| Admin fee / account holder | $78 | $6,348-98.8% | $5,696-98.6% | $12,270-99.4% |