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 | $235,912 | $159,901+47.5% | $146,958+60.5% | $145,922+61.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.61% | 98.13%-72.5pp | 418.34%-392.7pp | 561.29%-535.7pp |
| Employer contribution / active EE | $3,600 | $5,286-31.9% | $4,933-27.0% | $4,660-22.7% |
| Participant deferral / active EE | $24,750 | $8,428+193.7% | $8,070+206.7% | $6,688+270.1% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |