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 | $51,777 | $202,318-74.4% | $172,739-70.0% | $152,861-66.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 31.13% | 1029.65%-998.5pp | 802.84%-771.7pp | 345.32%-314.2pp |
| Employer contribution / active EE | $3,797 | $5,856-35.2% | $5,143-26.2% | $4,762-20.3% |
| Participant deferral / active EE | $15,348 | $5,948+158.0% | $5,198+195.3% | $5,850+162.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |