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 8-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 | $103,090 | $115,770-11.0% | $101,248+1.8% | $158,922-35.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 28.37% | 56.14%-27.8pp | 46.47%-18.1pp | 302.83%-274.5pp |
| Employer contribution / active EE | $13,681 | $4,175+227.7% | $3,660+273.8% | $4,761+187.3% |
| Participant deferral / active EE | $10,480 | $4,957+111.4% | $4,370+139.8% | $5,982+75.2% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |