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 | $42,925 | $157,256-72.7% | $141,162-69.6% | $152,861-71.9% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 302.66% | 64.32%+238.3pp | 71.39%+231.3pp | 345.32%-42.7pp |
| Employer contribution / active EE | $5,663 | $5,261+7.6% | $4,735+19.6% | $4,762+18.9% |
| Participant deferral / active EE | $7,754 | $7,109+9.1% | $6,709+15.6% | $5,850+32.5% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |