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 | $151,413 | $159,901-5.3% | $146,958+3.0% | $145,922+3.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 37.58% | 98.13%-60.6pp | 418.34%-380.8pp | 561.29%-523.7pp |
| Employer contribution / active EE | $14,035 | $5,286+165.5% | $4,933+184.5% | $4,660+201.2% |
| Participant deferral / active EE | $9,055 | $8,428+7.4% | $8,070+12.2% | $6,688+35.4% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |