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 4-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 | $125,471 | $111,814+12.2% | $103,374+21.4% | $145,959-14.0% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 1338.03% | 24.77%+1313.3pp | 24.89%+1313.1pp | 561.95%+776.1pp |
| Employer contribution / active EE | $18,599 | $4,214+341.4% | $3,869+380.7% | $4,661+299.0% |
| Participant deferral / active EE | $2,361 | $5,618-58.0% | $5,058-53.3% | $6,689-64.7% |
| Admin fee / account holder | $206 | $9,754-97.9% | $8,394-97.5% | $13,398-98.5% |