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 | $62,397 | $148,534-58.0% | $135,903-54.1% | $139,434-55.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.02% | 79.19%-53.2pp | 68.23%-42.2pp | 372.94%-346.9pp |
| Employer contribution / active EE | $7,798 | $5,243+48.7% | $4,856+60.6% | $4,751+64.1% |
| Participant deferral / active EE | $16,261 | $8,100+100.7% | $7,758+109.6% | $6,710+142.3% |
| Admin fee / account holder | $230 | $12,400-98.1% | $10,762-97.9% | $11,403-98.0% |