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 | $132,666 | $102,616+29.3% | $81,983+61.8% | $158,922-16.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 40.79% | 61.04%-20.2pp | 41.31%-0.5pp | 302.83%-262.0pp |
| Employer contribution / active EE | $19,000 | $3,240+486.4% | $2,498+660.6% | $4,761+299.1% |
| Participant deferral / active EE | $19,500 | $4,648+319.5% | $3,722+423.9% | $5,982+226.0% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |