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 | $206,732 | $159,602+29.5% | $150,045+37.8% | $142,382+45.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.82% | 70.24%-49.4pp | 62.55%-41.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $8,573 | $4,961+72.8% | $4,693+82.7% | $4,299+99.4% |
| Participant deferral / active EE | $20,093 | $8,310+141.8% | $7,997+151.3% | $6,507+208.8% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |