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 | $38,043 | $165,335-77.0% | $149,696-74.6% | $158,922-76.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 36.95% | 348.15%-311.2pp | 276.60%-239.7pp | 302.83%-265.9pp |
| Employer contribution / active EE | $2,500 | $5,103-51.0% | $4,644-46.2% | $4,761-47.5% |
| Participant deferral / active EE | $7,904 | $7,181+10.1% | $6,842+15.5% | $5,982+32.1% |
| Admin fee / account holder | $11 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |