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 | $26,488 | $107,334-75.3% | $92,893-71.5% | $152,861-82.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 48.25% | 145.58%-97.3pp | 109.41%-61.2pp | 345.32%-297.1pp |
| Employer contribution / active EE | $2,783 | $4,221-34.1% | $3,653-23.8% | $4,762-41.6% |
| Participant deferral / active EE | $7,324 | $4,845+51.2% | $4,236+72.9% | $5,850+25.2% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |