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 6-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 | $176,920 | $114,381+54.7% | $107,525+64.5% | $142,382+24.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 59.89% | 242.71%-182.8pp | 181.32%-121.4pp | 217.08%-157.2pp |
| Employer contribution / active EE | $18,195 | $4,015+353.2% | $3,754+384.7% | $4,299+323.2% |
| Participant deferral / active EE | $13,081 | $5,564+135.1% | $5,116+155.7% | $6,507+101.0% |
| Admin fee / account holder | $95 | $9,860-99.0% | $8,919-98.9% | $12,624-99.2% |