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 | $128,314 | $74,888+71.3% | $71,209+80.2% | $142,382-9.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.27% | 345.14%-328.9pp | 282.51%-266.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,573 | $2,854-44.9% | $2,721-42.2% | $4,299-63.4% |
| Participant deferral / active EE | $12,100 | $4,454+171.6% | $4,175+189.8% | $6,507+85.9% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |