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 | $101,253 | $96,305+5.1% | $80,569+25.7% | $139,434-27.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 12.07% | 1350.08%-1338.0pp | 935.43%-923.4pp | 372.94%-360.9pp |
| Employer contribution / active EE | $7,536 | $3,262+131.0% | $2,723+176.7% | $4,751+58.6% |
| Participant deferral / active EE | $18,939 | $5,232+262.0% | $4,447+325.8% | $6,710+182.2% |
| Admin fee / account holder | $30 | $6,599-99.5% | $5,377-99.4% | $11,403-99.7% |