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 | $37,774 | $202,318-81.3% | $172,739-78.1% | $152,861-75.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 54.84% | 1029.65%-974.8pp | 802.84%-748.0pp | 345.32%-290.5pp |
| Employer contribution / active EE | $1,673 | $5,856-71.4% | $5,143-67.5% | $4,762-64.9% |
| Participant deferral / active EE | $21,908 | $5,948+268.3% | $5,198+321.5% | $5,850+274.5% |
| Admin fee / account holder | $20 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |