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 6-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 | $60,078 | $148,534-59.6% | $135,903-55.8% | $139,434-56.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 235.00% | 79.19%+155.8pp | 68.23%+166.8pp | 372.94%-137.9pp |
| Employer contribution / active EE | $9,254 | $5,243+76.5% | $4,856+90.6% | $4,751+94.8% |
| Participant deferral / active EE | $16,280 | $8,100+101.0% | $7,758+109.9% | $6,710+142.6% |
| Admin fee / account holder | $188 | $12,400-98.5% | $10,762-98.2% | $11,403-98.3% |