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 8-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 | $98,726 | $217,402-54.6% | $185,823-46.9% | $167,490-41.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 38.01% | 148.36%-110.4pp | 122.05%-84.0pp | 478.56%-440.5pp |
| Employer contribution / active EE | $7,240 | $5,873+23.3% | $5,167+40.1% | $4,837+49.7% |
| Participant deferral / active EE | $20,222 | $6,356+218.1% | $5,568+263.2% | $6,341+218.9% |
| Admin fee / account holder | $152 | $19,811-99.2% | $16,237-99.1% | $12,309-98.8% |