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 | $169,821 | $159,901+6.2% | $146,958+15.6% | $145,922+16.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.35% | 98.13%-75.8pp | 418.34%-396.0pp | 561.29%-538.9pp |
| Employer contribution / active EE | $1,452 | $5,286-72.5% | $4,933-70.6% | $4,660-68.8% |
| Participant deferral / active EE | $13,866 | $8,428+64.5% | $8,070+71.8% | $6,688+107.3% |
| Admin fee / account holder | $208 | $15,044-98.6% | $12,998-98.4% | $13,397-98.4% |