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 | $132,558 | $90,397+46.6% | $76,002+74.4% | $145,959-9.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 19.51% | 621.97%-602.5pp | 360.07%-340.6pp | 561.95%-542.4pp |
| Employer contribution / active EE | $8,118 | $3,317+144.7% | $2,688+202.0% | $4,661+74.2% |
| Participant deferral / active EE | $26,511 | $5,163+413.4% | $4,257+522.8% | $6,689+296.4% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |