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 | $42,377 | $217,402-80.5% | $185,823-77.2% | $167,490-74.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.78% | 148.36%-135.6pp | 122.05%-109.3pp | 478.56%-465.8pp |
| Employer contribution / active EE | $8,638 | $5,873+47.1% | $5,167+67.2% | $4,837+78.6% |
| Participant deferral / active EE | $4,249 | $6,356-33.2% | $5,568-23.7% | $6,341-33.0% |
| Admin fee / account holder | $178 | $19,811-99.1% | $16,237-98.9% | $12,309-98.6% |