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 | $187,129 | $197,591-5.3% | $177,821+5.2% | $158,922+17.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 39.24% | 58.76%-19.5pp | 48.32%-9.1pp | 302.83%-263.6pp |
| Employer contribution / active EE | $11,368 | $6,697+69.7% | $5,918+92.1% | $4,761+138.8% |
| Participant deferral / active EE | $15,666 | $8,405+86.4% | $7,714+103.1% | $5,982+161.9% |
| Admin fee / account holder | $17 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |