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 | $61,248 | $138,065-55.6% | $123,544-50.4% | $135,375-54.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 30.11% | 153.68%-123.6pp | 119.20%-89.1pp | 519.73%-489.6pp |
| Employer contribution / active EE | $2,546 | $5,151-50.6% | $4,628-45.0% | $4,779-46.7% |
| Participant deferral / active EE | $6,740 | $6,799-0.9% | $6,426+4.9% | $5,609+20.2% |
| Admin fee / account holder | $71 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |