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 | $106,625 | $72,071+47.9% | $68,368+56.0% | $137,256-22.3% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 22.92% | 353.14%-330.2pp | 292.57%-269.7pp | 220.34%-197.4pp |
| Employer contribution / active EE | $5,645 | $2,788+102.5% | $2,649+113.1% | $4,156+35.8% |
| Participant deferral / active EE | $9,165 | $4,410+107.8% | $4,123+122.3% | $6,407+43.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |