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 | $40,239 | $124,185-67.6% | $108,410-62.9% | $167,490-76.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.11% | 1379.64%-1366.5pp | 905.27%-892.2pp | 478.56%-465.4pp |
| Employer contribution / active EE | $9,122 | $4,187+117.9% | $3,558+156.4% | $4,837+88.6% |
| Participant deferral / active EE | $7,131 | $6,908+3.2% | $6,563+8.7% | $6,341+12.4% |
| Admin fee / account holder | $20 | $9,455-99.8% | $7,295-99.7% | $12,309-99.8% |