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 | $31,150 | $202,318-84.6% | $172,739-82.0% | $152,861-79.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.66% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $4,796 | $5,856-18.1% | $5,143-6.7% | $4,762+0.7% |
| Participant deferral / active EE | $6,192 | $5,948+4.1% | $5,198+19.1% | $5,850+5.9% |
| Admin fee / account holder | $259 | $17,109-98.5% | $13,954-98.1% | $11,596-97.8% |