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 | $126,088 | $165,984-24.0% | $164,813-23.5% | $145,922-13.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.80% | 100.03%-85.2pp | 69.93%-55.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $13,475 | $5,273+155.5% | $4,341+210.4% | $4,660+189.2% |
| Participant deferral / active EE | $9,009 | $6,959+29.5% | $6,031+49.4% | $6,688+34.7% |
| Admin fee / account holder | $73 | $16,648-99.6% | $12,690-99.4% | $13,397-99.5% |