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 | $39,180 | $209,411-81.3% | $178,490-78.0% | $158,922-75.3% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 112.44% | 188.75%-76.3pp | 151.07%-38.6pp | 302.83%-190.4pp |
| Employer contribution / active EE | $7,811 | $5,706+36.9% | $5,011+55.9% | $4,761+64.1% |
| Participant deferral / active EE | $17,801 | $5,954+199.0% | $5,202+242.2% | $5,982+197.6% |
| Admin fee / account holder | $155 | $17,074-99.1% | $13,984-98.9% | $11,246-98.6% |