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 8-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 | $195,527 | $159,901+22.3% | $146,958+33.0% | $145,922+34.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 14.39% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $5,042 | $5,286-4.6% | $4,933+2.2% | $4,660+8.2% |
| Participant deferral / active EE | $15,282 | $8,428+81.3% | $8,070+89.4% | $6,688+128.5% |
| Admin fee / account holder | $21 | $15,044-99.9% | $12,998-99.8% | $13,397-99.8% |