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 | $249,739 | $159,901+56.2% | $146,958+69.9% | $145,922+71.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.24% | 98.13%-70.9pp | 418.34%-391.1pp | 561.29%-534.0pp |
| Employer contribution / active EE | $39,157 | $5,286+640.8% | $4,933+693.8% | $4,660+740.4% |
| Participant deferral / active EE | $28,581 | $8,428+239.1% | $8,070+254.2% | $6,688+327.4% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |