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 | $66,248 | $88,751-25.4% | $81,812-19.0% | $145,922-54.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.64% | 1025.40%-999.8pp | 773.79%-748.2pp | 561.29%-535.7pp |
| Employer contribution / active EE | $5,177 | $3,083+67.9% | $2,912+77.8% | $4,660+11.1% |
| Participant deferral / active EE | $4,935 | $4,643+6.3% | $4,319+14.3% | $6,688-26.2% |
| Admin fee / account holder | $15 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |