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 | $173,119 | $154,228+12.2% | $145,433+19.0% | $137,256+26.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 129.93% | 74.59%+55.3pp | 66.58%+63.4pp | 220.34%-90.4pp |
| Employer contribution / active EE | $6,747 | $4,804+40.4% | $4,554+48.1% | $4,156+62.3% |
| Participant deferral / active EE | $14,872 | $8,216+81.0% | $7,897+88.3% | $6,407+132.1% |
| Admin fee / account holder | $276 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |