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 | $90,431 | $179,726-49.7% | $156,263-42.1% | $142,382-36.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 361.66% | 77.86%+283.8pp | 59.47%+302.2pp | 217.08%+144.6pp |
| Employer contribution / active EE | $5,113 | $5,069+0.9% | $4,333+18.0% | $4,299+18.9% |
| Participant deferral / active EE | $6,234 | $6,956-10.4% | $6,158+1.2% | $6,507-4.2% |
| Admin fee / account holder | $231 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |