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 | $109,892 | $202,432-45.7% | $169,368-35.1% | $139,434-21.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 27.03% | 531.74%-504.7pp | 405.60%-378.6pp | 372.94%-345.9pp |
| Employer contribution / active EE | $8,776 | $4,692+87.0% | $4,013+118.7% | $4,751+84.7% |
| Participant deferral / active EE | $13,683 | $6,938+97.2% | $6,221+119.9% | $6,710+103.9% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |