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 5-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 | $138,019 | $201,272-31.4% | $184,203-25.1% | $145,922-5.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.15% | 29.00%-12.8pp | 28.81%-12.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $20,349 | $7,022+189.8% | $6,427+216.6% | $4,660+336.7% |
| Participant deferral / active EE | $23,731 | $9,806+142.0% | $9,131+159.9% | $6,688+254.8% |
| Admin fee / account holder | $14 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |