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 10-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 | $124,256 | $177,572-30.0% | $154,803-19.7% | $142,382-12.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.81% | 65.07%-46.3pp | 58.88%-40.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $14,008 | $4,810+191.2% | $4,305+225.4% | $4,299+225.8% |
| Participant deferral / active EE | $10,459 | $6,272+66.8% | $5,540+88.8% | $6,507+60.7% |
| Admin fee / account holder | $4 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |