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 | $117,659 | $175,202-32.8% | $149,673-21.4% | $139,434-15.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.84% | 166.71%-149.9pp | 134.42%-117.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $10,621 | $5,474+94.0% | $4,818+120.5% | $4,751+123.6% |
| Participant deferral / active EE | $10,400 | $6,519+59.5% | $5,680+83.1% | $6,710+55.0% |
| Admin fee / account holder | $33 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |