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 9-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 | $26,713 | $124,185-78.5% | $108,410-75.4% | $167,490-84.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.43% | 1379.64%-1363.2pp | 905.27%-888.8pp | 478.56%-462.1pp |
| Employer contribution / active EE | $2,419 | $4,187-42.2% | $3,558-32.0% | $4,837-50.0% |
| Participant deferral / active EE | $17,432 | $6,908+152.3% | $6,563+165.6% | $6,341+174.9% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |