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 7-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 | $220,000 | $148,534+48.1% | $135,903+61.9% | $139,434+57.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.97% | 79.19%-52.2pp | 68.23%-41.3pp | 372.94%-346.0pp |
| Employer contribution / active EE | $29,471 | $5,243+462.1% | $4,856+506.9% | $4,751+520.3% |
| Participant deferral / active EE | $16,056 | $8,100+98.2% | $7,758+107.0% | $6,710+139.3% |
| Admin fee / account holder | $40 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |