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 7-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 | $76,356 | $217,402-64.9% | $185,823-58.9% | $167,490-54.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.29% | 148.36%-135.1pp | 122.05%-108.8pp | 478.56%-465.3pp |
| Employer contribution / active EE | $11,900 | $5,873+102.6% | $5,167+130.3% | $4,837+146.0% |
| Participant deferral / active EE | $10,400 | $6,356+63.6% | $5,568+86.8% | $6,341+64.0% |
| Admin fee / account holder | $214 | $19,811-98.9% | $16,237-98.7% | $12,309-98.3% |