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 8-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 | $30,450 | $209,411-85.5% | $178,490-82.9% | $158,922-80.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.42% | 188.75%-179.3pp | 151.07%-141.6pp | 302.83%-293.4pp |
| Employer contribution / active EE | $7,167 | $5,706+25.6% | $5,011+43.0% | $4,761+50.5% |
| Participant deferral / active EE | $9,917 | $5,954+66.5% | $5,202+90.6% | $5,982+65.8% |
| Admin fee / account holder | $2 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |