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 6-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 | $101,358 | $175,202-42.1% | $149,673-32.3% | $139,434-27.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 29.83% | 166.71%-136.9pp | 134.42%-104.6pp | 372.94%-343.1pp |
| Employer contribution / active EE | $23,650 | $5,474+332.0% | $4,818+390.9% | $4,751+397.8% |
| Participant deferral / active EE | $15,296 | $6,519+134.6% | $5,680+169.3% | $6,710+127.9% |
| Admin fee / account holder | $12 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |