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 | $175,424 | $108,912+61.1% | $100,383+74.8% | $145,959+20.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.28% | 57.96%-39.7pp | 49.26%-31.0pp | 561.95%-543.7pp |
| Employer contribution / active EE | $21,421 | $4,423+384.3% | $3,944+443.2% | $4,661+359.6% |
| Participant deferral / active EE | $17,617 | $8,451+108.5% | $8,086+117.9% | $6,689+163.4% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |