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 | $239,443 | $126,574+89.2% | $106,213+125.4% | $145,922+64.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.53% | 224.79%-216.3pp | 116.14%-107.6pp | 561.29%-552.8pp |
| Employer contribution / active EE | $10,375 | $3,730+178.1% | $3,171+227.1% | $4,660+122.6% |
| Participant deferral / active EE | $23,000 | $5,724+301.8% | $5,016+358.5% | $6,688+243.9% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |