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 | $122,007 | $190,805-36.1% | $159,960-23.7% | $134,475-9.3% |
| Participation rate | 92.9% | 81.9%+10.9pp | 78.0%+14.9pp | 81.2%+11.6pp |
| Annual return | 106.12% | 552.23%-446.1pp | 408.60%-302.5pp | 417.96%-311.8pp |
| Employer contribution / active EE | $7,134 | $4,995+42.8% | $4,226+68.8% | $4,740+50.5% |
| Participant deferral / active EE | $7,386 | $6,923+6.7% | $6,182+19.5% | $6,400+15.4% |
| Admin fee / account holder | $6 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |