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 | $106,618 | $102,317+4.2% | $146,958-27.4% | $80,856+31.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 26.88% | 134.76%-107.9pp | 418.34%-391.5pp | 35.59%-8.7pp |
| Employer contribution / active EE | $3,974 | $3,713+7.0% | $4,933-19.4% | $2,755+44.3% |
| Participant deferral / active EE | $14,091 | $6,644+112.1% | $8,070+74.6% | $4,296+228.0% |
| Admin fee / account holder | $154 | $7,941-98.1% | $12,998-98.8% | $6,918-97.8% |