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 | $128,955 | $159,901-19.4% | $146,958-12.3% | $145,922-11.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 347.80% | 98.13%+249.7pp | 418.34%-70.5pp | 561.29%-213.5pp |
| Employer contribution / active EE | $7,688 | $5,286+45.4% | $4,933+55.9% | $4,660+65.0% |
| Participant deferral / active EE | $8,678 | $8,428+3.0% | $8,070+7.5% | $6,688+29.8% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |