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 | $103,278 | $209,832-50.8% | $189,513-45.5% | $167,490-38.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.07% | 748.27%-727.2pp | 555.15%-534.1pp | 478.56%-457.5pp |
| Employer contribution / active EE | $4,392 | $6,914-36.5% | $6,162-28.7% | $4,837-9.2% |
| Participant deferral / active EE | $12,567 | $8,935+40.6% | $8,221+52.9% | $6,341+98.2% |
| Admin fee / account holder | $60 | $14,293-99.6% | $12,045-99.5% | $12,309-99.5% |