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 | $106,914 | $217,402-50.8% | $185,823-42.5% | $167,490-36.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 38.42% | 148.36%-109.9pp | 122.05%-83.6pp | 478.56%-440.1pp |
| Employer contribution / active EE | $21,517 | $5,873+266.4% | $5,167+316.4% | $4,837+344.8% |
| Participant deferral / active EE | $13,000 | $6,356+104.5% | $5,568+133.5% | $6,341+105.0% |
| Admin fee / account holder | $250 | $19,811-98.7% | $16,237-98.5% | $12,309-98.0% |