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 | $96,152 | $177,572-45.9% | $154,803-37.9% | $142,382-32.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.13% | 65.07%-47.9pp | 58.88%-41.8pp | 217.08%-199.9pp |
| Employer contribution / active EE | $15,223 | $4,810+216.5% | $4,305+253.6% | $4,299+254.1% |
| Participant deferral / active EE | $9,051 | $6,272+44.3% | $5,540+63.4% | $6,507+39.1% |
| Admin fee / account holder | $11 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |