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 | $65,989 | $124,281-46.9% | $109,143-39.5% | $167,490-60.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 277.29% | 26.04%+251.3pp | 25.75%+251.5pp | 478.56%-201.3pp |
| Employer contribution / active EE | $1,988 | $4,207-52.7% | $3,722-46.6% | $4,837-58.9% |
| Participant deferral / active EE | $4,970 | $5,255-5.4% | $4,653+6.8% | $6,341-21.6% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |