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 | $40,353 | $202,318-80.1% | $172,739-76.6% | $152,861-73.6% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 27.70% | 1029.65%-1001.9pp | 802.84%-775.1pp | 345.32%-317.6pp |
| Employer contribution / active EE | $1,763 | $5,856-69.9% | $5,143-65.7% | $4,762-63.0% |
| Participant deferral / active EE | $5,182 | $5,948-12.9% | $5,198-0.3% | $5,850-11.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |