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 | $200,252 | $175,202+14.3% | $149,673+33.8% | $139,434+43.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.97% | 166.71%-140.7pp | 134.42%-108.4pp | 372.94%-347.0pp |
| Employer contribution / active EE | $2,699 | $5,474-50.7% | $4,818-44.0% | $4,751-43.2% |
| Participant deferral / active EE | $13,972 | $6,519+114.3% | $5,680+146.0% | $6,710+108.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |