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 | $73,369 | $177,572-58.7% | $154,803-52.6% | $142,382-48.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.74% | 65.07%-51.3pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $9,704 | $4,810+101.7% | $4,305+125.4% | $4,299+125.7% |
| Participant deferral / active EE | $14,079 | $6,272+124.5% | $5,540+154.1% | $6,507+116.4% |
| Admin fee / account holder | $94 | $16,786-99.4% | $14,329-99.3% | $12,624-99.3% |