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 | $124,930 | $159,901-21.9% | $146,958-15.0% | $145,922-14.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.89% | 98.13%-80.2pp | 418.34%-400.5pp | 561.29%-543.4pp |
| Employer contribution / active EE | $9,167 | $5,286+73.4% | $4,933+85.8% | $4,660+96.7% |
| Participant deferral / active EE | $15,988 | $8,428+89.7% | $8,070+98.1% | $6,688+139.1% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |