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 | $172,596 | $183,519-6.0% | $155,509+11.0% | $145,922+18.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 46.64% | 61.17%-14.5pp | 64.67%-18.0pp | 561.29%-514.6pp |
| Employer contribution / active EE | $14,665 | $5,313+176.0% | $4,672+213.9% | $4,660+214.7% |
| Participant deferral / active EE | $15,107 | $6,462+133.8% | $5,626+168.5% | $6,688+125.9% |
| Admin fee / account holder | $2 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |