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 | $75,423 | $96,305-21.7% | $80,569-6.4% | $139,434-45.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.80% | 1350.08%-1334.3pp | 935.43%-919.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $895 | $3,262-72.6% | $2,723-67.2% | $4,751-81.2% |
| Participant deferral / active EE | $13,978 | $5,232+167.2% | $4,447+214.3% | $6,710+108.3% |
| Admin fee / account holder | $63 | $6,599-99.1% | $5,377-98.8% | $11,403-99.5% |