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 | $200,169 | $177,572+12.7% | $154,803+29.3% | $142,382+40.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 29.98% | 65.07%-35.1pp | 58.88%-28.9pp | 217.08%-187.1pp |
| Employer contribution / active EE | $20,129 | $4,810+318.4% | $4,305+367.5% | $4,299+368.2% |
| Participant deferral / active EE | $9,914 | $6,272+58.1% | $5,540+78.9% | $6,507+52.4% |
| Admin fee / account holder | $9 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |