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 | $129,652 | $183,963-29.5% | $162,163-20.0% | $152,861-15.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 29.67% | 150.76%-121.1pp | 115.59%-85.9pp | 345.32%-315.6pp |
| Employer contribution / active EE | $5,156 | $6,371-19.1% | $5,614-8.2% | $4,762+8.3% |
| Participant deferral / active EE | $16,556 | $8,034+106.1% | $7,298+126.9% | $5,850+183.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |