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 3-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 | $162,722 | $158,398+2.7% | $126,539+28.6% | $142,382+14.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.36% | 593.76%-571.4pp | 425.95%-403.6pp | 217.08%-194.7pp |
| Employer contribution / active EE | $9,924 | $4,650+113.4% | $3,674+170.1% | $4,299+130.8% |
| Participant deferral / active EE | $9,534 | $4,767+100.0% | $4,083+133.5% | $6,507+46.5% |
| Admin fee / account holder | $85 | $6,918-98.8% | $6,065-98.6% | $12,624-99.3% |