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 5-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 | $117,585 | $148,534-20.8% | $135,903-13.5% | $139,434-15.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 60.17% | 79.19%-19.0pp | 68.23%-8.1pp | 372.94%-312.8pp |
| Employer contribution / active EE | $12,425 | $5,243+137.0% | $4,856+155.9% | $4,751+161.5% |
| Participant deferral / active EE | $16,143 | $8,100+99.3% | $7,758+108.1% | $6,710+140.6% |
| Admin fee / account holder | $131 | $12,400-98.9% | $10,762-98.8% | $11,403-98.9% |