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 4-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 | $215,903 | $214,378+0.7% | $200,582+7.6% | $142,382+51.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.13% | 46.41%-24.3pp | 42.33%-20.2pp | 217.08%-195.0pp |
| Employer contribution / active EE | $28,396 | $6,841+315.1% | $6,419+342.4% | $4,299+560.5% |
| Participant deferral / active EE | $13,729 | $9,865+39.2% | $9,331+47.1% | $6,507+111.0% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |