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 7-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 | $195,791 | $163,101+20.0% | $136,749+43.2% | $142,382+37.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 33.29% | 27.54%+5.7pp | 24.33%+9.0pp | 217.08%-183.8pp |
| Employer contribution / active EE | $11,372 | $4,117+176.2% | $3,400+234.5% | $4,299+164.5% |
| Participant deferral / active EE | $17,640 | $5,585+215.8% | $4,692+275.9% | $6,507+171.1% |
| Admin fee / account holder | $30 | $14,318-99.8% | $11,386-99.7% | $12,624-99.8% |