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 | $230,149 | $209,336+9.9% | $197,124+16.8% | $137,256+67.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 30.62% | 48.09%-17.5pp | 44.34%-13.7pp | 220.34%-189.7pp |
| Employer contribution / active EE | $5,077 | $6,591-23.0% | $6,227-18.5% | $4,156+22.1% |
| Participant deferral / active EE | $12,889 | $9,614+34.1% | $9,135+41.1% | $6,407+101.2% |
| Admin fee / account holder | $19 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |