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 | $70,520 | $183,963-61.7% | $162,163-56.5% | $152,861-53.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 31.32% | 150.76%-119.4pp | 115.59%-84.3pp | 345.32%-314.0pp |
| Employer contribution / active EE | $3,055 | $6,371-52.0% | $5,614-45.6% | $4,762-35.8% |
| Participant deferral / active EE | $12,684 | $8,034+57.9% | $7,298+73.8% | $5,850+116.8% |
| Admin fee / account holder | $7 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |