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 | $130,806 | $100,773+29.8% | $88,946+47.1% | $142,382-8.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.90% | 70.18%-49.3pp | 57.82%-36.9pp | 217.08%-196.2pp |
| Employer contribution / active EE | $7,265 | $2,918+149.0% | $2,555+184.4% | $4,299+69.0% |
| Participant deferral / active EE | $6,412 | $5,230+22.6% | $4,581+40.0% | $6,507-1.5% |
| Admin fee / account holder | $52 | $9,693-99.5% | $8,261-99.4% | $12,624-99.6% |