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 | $152,091 | $159,901-4.9% | $146,958+3.5% | $145,922+4.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.03% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $6,099 | $5,286+15.4% | $4,933+23.6% | $4,660+30.9% |
| Participant deferral / active EE | $18,956 | $8,428+124.9% | $8,070+134.9% | $6,688+183.4% |
| Admin fee / account holder | $5 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |