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 | $240,102 | $185,822+29.2% | $169,993+41.2% | $139,434+72.2% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 32.30% | 60.50%-28.2pp | 53.37%-21.1pp | 372.94%-340.6pp |
| Employer contribution / active EE | $24,120 | $7,590+217.8% | $6,785+255.5% | $4,751+407.7% |
| Participant deferral / active EE | $21,142 | $11,622+81.9% | $10,408+103.1% | $6,710+215.1% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |