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 | $32,679 | $176,056-81.4% | $159,436-79.5% | $167,490-80.5% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 32.12% | 331.75%-299.6pp | 263.57%-231.4pp | 478.56%-446.4pp |
| Employer contribution / active EE | $9,665 | $5,297+82.5% | $4,829+100.1% | $4,837+99.8% |
| Participant deferral / active EE | $6,612 | $7,750-14.7% | $7,352-10.1% | $6,341+4.3% |
| Admin fee / account holder | $66 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |