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 | $55,165 | $209,832-73.7% | $189,513-70.9% | $167,490-67.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.60% | 748.27%-732.7pp | 555.15%-539.6pp | 478.56%-463.0pp |
| Employer contribution / active EE | $9,886 | $6,914+43.0% | $6,162+60.4% | $4,837+104.4% |
| Participant deferral / active EE | $20,924 | $8,935+134.2% | $8,221+154.5% | $6,341+230.0% |
| Admin fee / account holder | $177 | $14,293-98.8% | $12,045-98.5% | $12,309-98.6% |