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 7-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 | $43,663 | $209,411-79.1% | $178,490-75.5% | $158,922-72.5% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 345.34% | 188.75%+156.6pp | 151.07%+194.3pp | 302.83%+42.5pp |
| Employer contribution / active EE | $3,353 | $5,706-41.2% | $5,011-33.1% | $4,761-29.6% |
| Participant deferral / active EE | $7,505 | $5,954+26.0% | $5,202+44.3% | $5,982+25.5% |
| Admin fee / account holder | $138 | $17,074-99.2% | $13,984-99.0% | $11,246-98.8% |