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 | $155,722 | $214,378-27.4% | $200,582-22.4% | $142,382+9.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.15% | 46.41%-32.3pp | 42.33%-28.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $16,276 | $6,841+137.9% | $6,419+153.6% | $4,299+278.6% |
| Participant deferral / active EE | $5,644 | $9,865-42.8% | $9,331-39.5% | $6,507-13.3% |
| Admin fee / account holder | $36 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |