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 | $176,848 | $159,602+10.8% | $150,045+17.9% | $142,382+24.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.47% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $15,523 | $4,961+212.9% | $4,693+230.8% | $4,299+261.1% |
| Participant deferral / active EE | $16,043 | $8,310+93.1% | $7,997+100.6% | $6,507+146.5% |
| Admin fee / account holder | $115 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |