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 | $64,337 | $162,781-60.5% | $133,956-52.0% | $158,922-59.5% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 109.37% | 41.94%+67.4pp | 45.09%+64.3pp | 302.83%-193.5pp |
| Employer contribution / active EE | $5,051 | $4,975+1.5% | $3,919+28.9% | $4,761+6.1% |
| Participant deferral / active EE | $10,692 | $5,911+80.9% | $5,048+111.8% | $5,982+78.7% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |