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 | $101,369 | $100,970+0.4% | $96,576+5.0% | $137,256-26.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 218.02% | 38.16%+179.9pp | 38.47%+179.5pp | 220.34%-2.3pp |
| Employer contribution / active EE | $5,803 | $3,809+52.3% | $3,553+63.3% | $4,156+39.6% |
| Participant deferral / active EE | $18,050 | $8,286+117.8% | $7,956+126.9% | $6,407+181.7% |
| Admin fee / account holder | $88 | $11,312-99.2% | $11,381-99.2% | $12,270-99.3% |