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 | $54,520 | $202,318-73.1% | $172,739-68.4% | $152,861-64.3% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.4%+9.9pp |
| Annual return | 22.14% | 1029.65%-1007.5pp | 802.84%-780.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $3,979 | $5,856-32.1% | $5,143-22.6% | $4,762-16.4% |
| Participant deferral / active EE | $7,736 | $5,948+30.1% | $5,198+48.8% | $5,850+32.2% |
| Admin fee / account holder | $148 | $17,109-99.1% | $13,954-98.9% | $11,596-98.7% |