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 | $235,015 | $159,901+47.0% | $146,958+59.9% | $145,922+61.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.42% | 98.13%-77.7pp | 418.34%-397.9pp | 561.29%-540.9pp |
| Employer contribution / active EE | $24,022 | $5,286+354.4% | $4,933+387.0% | $4,660+415.5% |
| Participant deferral / active EE | $12,295 | $8,428+45.9% | $8,070+52.4% | $6,688+83.8% |
| Admin fee / account holder | $30 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |