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 | $156,250 | $148,534+5.2% | $135,903+15.0% | $139,434+12.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.79% | 79.19%-55.4pp | 68.23%-44.4pp | 372.94%-349.1pp |
| Employer contribution / active EE | $28,072 | $5,243+435.4% | $4,856+478.1% | $4,751+490.9% |
| Participant deferral / active EE | $14,666 | $8,100+81.1% | $7,758+89.0% | $6,710+118.6% |
| Admin fee / account holder | $93 | $12,400-99.2% | $10,762-99.1% | $11,403-99.2% |