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 3-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 | $75,590 | $159,602-52.6% | $150,045-49.6% | $142,382-46.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.35% | 70.24%-43.9pp | 62.55%-36.2pp | 217.08%-190.7pp |
| Employer contribution / active EE | $15,300 | $4,961+208.4% | $4,693+226.0% | $4,299+255.9% |
| Participant deferral / active EE | $29,010 | $8,310+249.1% | $7,997+262.8% | $6,507+345.8% |
| Admin fee / account holder | $150 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |