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 | $102,634 | $118,849-13.6% | $96,562+6.3% | $167,490-38.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 892.19% | 50.49%+841.7pp | 37.78%+854.4pp | 478.56%+413.6pp |
| Employer contribution / active EE | $2,209 | $3,120-29.2% | $2,356-6.3% | $4,837-54.3% |
| Participant deferral / active EE | $11,109 | $4,616+140.7% | $3,849+188.6% | $6,341+75.2% |
| Admin fee / account holder | $240 | $8,065-97.0% | $6,181-96.1% | $12,309-98.0% |