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 | $117,831 | $109,327+7.8% | $89,391+31.8% | $158,922-25.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 234.40% | 345.68%-111.3pp | 245.62%-11.2pp | 302.83%-68.4pp |
| Employer contribution / active EE | $6,322 | $3,170+99.5% | $2,586+144.5% | $4,761+32.8% |
| Participant deferral / active EE | $10,008 | $4,598+117.7% | $3,890+157.3% | $5,982+67.3% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |