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 | $78,681 | $209,411-62.4% | $178,490-55.9% | $158,922-50.5% |
| Participation rate | 73.7% | 86.3%-12.7pp | 81.9%-8.2pp | 82.0%-8.3pp |
| Annual return | 37.39% | 188.75%-151.4pp | 151.07%-113.7pp | 302.83%-265.4pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,535 | $5,954-40.6% | $5,202-32.0% | $5,982-40.9% |
| Admin fee / account holder | $18 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |