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 | $65,067 | $210,648-69.1% | $177,989-63.4% | $145,922-55.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.95% | 385.86%-367.9pp | 294.48%-276.5pp | 561.29%-543.3pp |
| Employer contribution / active EE | $1,465 | $4,565-67.9% | $3,949-62.9% | $4,660-68.6% |
| Participant deferral / active EE | $12,771 | $6,958+83.5% | $6,276+103.5% | $6,688+91.0% |
| Admin fee / account holder | $64 | $12,013-99.5% | $10,363-99.4% | $13,397-99.5% |