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 | $194,580 | $197,591-1.5% | $177,821+9.4% | $158,922+22.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 175.40% | 58.76%+116.6pp | 48.32%+127.1pp | 302.83%-127.4pp |
| Employer contribution / active EE | $11,410 | $6,697+70.4% | $5,918+92.8% | $4,761+139.6% |
| Participant deferral / active EE | $7,450 | $8,405-11.4% | $7,714-3.4% | $5,982+24.5% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |