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 | $131,038 | $102,317+28.1% | $146,958-10.8% | $80,856+62.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.98% | 134.76%-115.8pp | 418.34%-399.4pp | 35.59%-16.6pp |
| Employer contribution / active EE | $6,449 | $3,713+73.7% | $4,933+30.7% | $2,755+134.1% |
| Participant deferral / active EE | $9,841 | $6,644+48.1% | $8,070+22.0% | $4,296+129.1% |
| Admin fee / account holder | $3 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |