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 7-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 | $191,052 | $95,266+100.5% | $82,389+131.9% | $142,382+34.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.72% | 25.74%-10.0pp | 28.67%-12.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $6,563 | $2,991+119.4% | $2,517+160.7% | $4,299+52.6% |
| Participant deferral / active EE | $16,431 | $4,809+241.7% | $4,155+295.5% | $6,507+152.5% |
| Admin fee / account holder | $32 | $8,563-99.6% | $7,231-99.6% | $12,624-99.8% |