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 | $111,647 | $209,832-46.8% | $189,513-41.1% | $167,490-33.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.94% | 748.27%-726.3pp | 555.15%-533.2pp | 478.56%-456.6pp |
| Employer contribution / active EE | $7,810 | $6,914+13.0% | $6,162+26.8% | $4,837+61.4% |
| Participant deferral / active EE | $13,925 | $8,935+55.8% | $8,221+69.4% | $6,341+119.6% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |