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 | $102,113 | $150,187-32.0% | $120,354-15.2% | $145,922-30.0% |
| Participation rate | 77.8% | 78.8%-1.0pp | 71.9%+5.9pp | 80.3%-2.5pp |
| Annual return | 82.60% | 154.07%-71.5pp | 107.15%-24.5pp | 561.29%-478.7pp |
| Employer contribution / active EE | $4,316 | $4,348-0.7% | $3,463+24.7% | $4,660-7.4% |
| Participant deferral / active EE | $11,387 | $6,173+84.5% | $4,991+128.1% | $6,688+70.3% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |