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 | $171,653 | $148,534+15.6% | $135,903+26.3% | $139,434+23.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 39.21% | 79.19%-40.0pp | 68.23%-29.0pp | 372.94%-333.7pp |
| Employer contribution / active EE | $17,997 | $5,243+243.2% | $4,856+270.6% | $4,751+278.8% |
| Participant deferral / active EE | $11,121 | $8,100+37.3% | $7,758+43.4% | $6,710+65.7% |
| Admin fee / account holder | $112 | $12,400-99.1% | $10,762-99.0% | $11,403-99.0% |