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 3-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 | $226,211 | $209,336+8.1% | $197,124+14.8% | $137,256+64.8% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 149.75% | 48.09%+101.7pp | 44.34%+105.4pp | 220.34%-70.6pp |
| Employer contribution / active EE | $1,360 | $6,591-79.4% | $6,227-78.2% | $4,156-67.3% |
| Participant deferral / active EE | $8,563 | $9,614-10.9% | $9,135-6.3% | $6,407+33.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |