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 | $47,294 | $202,318-76.6% | $172,739-72.6% | $152,861-69.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 75.10% | 1029.65%-954.6pp | 802.84%-727.7pp | 345.32%-270.2pp |
| Employer contribution / active EE | $4,013 | $5,856-31.5% | $5,143-22.0% | $4,762-15.7% |
| Participant deferral / active EE | $8,582 | $5,948+44.3% | $5,198+65.1% | $5,850+46.7% |
| Admin fee / account holder | $138 | $17,109-99.2% | $13,954-99.0% | $11,596-98.8% |