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 | $154,929 | $132,634+16.8% | $115,768+33.8% | $137,256+12.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.91% | 160.70%-144.8pp | 100.46%-84.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $19,132 | $3,360+469.5% | $2,940+550.8% | $4,156+360.3% |
| Participant deferral / active EE | $64,029 | $5,619+1039.6% | $4,917+1202.3% | $6,407+899.4% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |