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 | $102,732 | $217,402-52.7% | $185,823-44.7% | $167,490-38.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.30% | 148.36%-132.1pp | 122.05%-105.7pp | 478.56%-462.3pp |
| Employer contribution / active EE | $2,560 | $5,873-56.4% | $5,167-50.5% | $4,837-47.1% |
| Participant deferral / active EE | $8,724 | $6,356+37.2% | $5,568+56.7% | $6,341+37.6% |
| Admin fee / account holder | $28 | $19,811-99.9% | $16,237-99.8% | $12,309-99.8% |