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 | $62,451 | $202,318-69.1% | $172,739-63.8% | $152,861-59.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 22.92% | 1029.65%-1006.7pp | 802.84%-779.9pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,955 | $5,856-66.6% | $5,143-62.0% | $4,762-59.0% |
| Participant deferral / active EE | $3,994 | $5,948-32.9% | $5,198-23.2% | $5,850-31.7% |
| Admin fee / account holder | $219 | $17,109-98.7% | $13,954-98.4% | $11,596-98.1% |