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 | $78,823 | $74,888+5.3% | $71,209+10.7% | $142,382-44.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.02% | 345.14%-327.1pp | 282.51%-264.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $4,438 | $2,854+55.5% | $2,721+63.1% | $4,299+3.2% |
| Participant deferral / active EE | $8,533 | $4,454+91.6% | $4,175+104.4% | $6,507+31.1% |
| Admin fee / account holder | $73 | $5,568-98.7% | $5,349-98.6% | $12,624-99.4% |