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 3-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 | $169,736 | $154,228+10.1% | $145,433+16.7% | $137,256+23.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.93% | 74.59%-52.7pp | 66.58%-44.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $24,974 | $4,804+419.9% | $4,554+448.3% | $4,156+500.9% |
| Participant deferral / active EE | $25,178 | $8,216+206.4% | $7,897+218.8% | $6,407+293.0% |
| Admin fee / account holder | $222 | $14,344-98.4% | $13,129-98.3% | $12,270-98.2% |