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 | $131,556 | $183,519-28.3% | $155,509-15.4% | $145,922-9.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.90% | 61.17%-50.3pp | 64.67%-53.8pp | 561.29%-550.4pp |
| Employer contribution / active EE | $20,417 | $5,313+284.3% | $4,672+337.0% | $4,660+338.2% |
| Participant deferral / active EE | $14,533 | $6,462+124.9% | $5,626+158.3% | $6,688+117.3% |
| Admin fee / account holder | $79 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |