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 | $38,402 | $180,449-78.7% | $154,107-75.1% | $135,375-71.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.81% | 888.09%-886.3pp | 735.12%-733.3pp | 519.73%-517.9pp |
| Employer contribution / active EE | $9,734 | $6,035+61.3% | $5,298+83.7% | $4,779+103.7% |
| Participant deferral / active EE | $4,625 | $5,806-20.3% | $5,081-9.0% | $5,609-17.5% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |