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 | $138,380 | $179,726-23.0% | $156,263-11.4% | $142,382-2.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.26% | 77.86%-62.6pp | 59.47%-44.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $21,539 | $5,069+324.9% | $4,333+397.1% | $4,299+401.0% |
| Participant deferral / active EE | $11,593 | $6,956+66.7% | $6,158+88.2% | $6,507+78.2% |
| Admin fee / account holder | $64 | $17,272-99.6% | $14,255-99.6% | $12,624-99.5% |