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 | $123,540 | $70,606+75.0% | $53,898+129.2% | $142,382-13.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.04% | 619.81%-599.8pp | 528.60%-508.6pp | 217.08%-197.0pp |
| Employer contribution / active EE | $4,306 | $1,202+258.2% | $932+362.0% | $4,299+0.2% |
| Participant deferral / active EE | $16,532 | $2,364+599.3% | $1,826+805.2% | $6,507+154.1% |
| Admin fee / account holder | $173 | $2,852-94.0% | $2,491-93.1% | $12,624-98.6% |