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 | $178,174-49.2% | $156,181-42.1% | $137,256-34.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 361.66% | 84.19%+277.5pp | 64.87%+296.8pp | 220.34%+141.3pp |
| Employer contribution / active EE | $5,113 | $4,972+2.8% | $4,294+19.1% | $4,156+23.0% |
| Participant deferral / active EE | $6,234 | $6,888-9.5% | $6,132+1.7% | $6,407-2.7% |
| Admin fee / account holder | $231 | $17,404-98.7% | $14,586-98.4% | $12,270-98.1% |