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 | $56,264 | $209,411-73.1% | $178,490-68.5% | $158,922-64.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.40% | 188.75%-167.3pp | 151.07%-129.7pp | 302.83%-281.4pp |
| Employer contribution / active EE | $8,005 | $5,706+40.3% | $5,011+59.8% | $4,761+68.1% |
| Participant deferral / active EE | $6,980 | $5,954+17.2% | $5,202+34.2% | $5,982+16.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |