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 | $117,870 | $202,318-41.7% | $172,739-31.8% | $152,861-22.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.58% | 1029.65%-1008.1pp | 802.84%-781.3pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,646 | $5,856-54.8% | $5,143-48.6% | $4,762-44.4% |
| Participant deferral / active EE | $7,348 | $5,948+23.5% | $5,198+41.4% | $5,850+25.6% |
| Admin fee / account holder | $24 | $17,109-99.9% | $13,954-99.8% | $11,596-99.8% |