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 7-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 | $30,958 | $202,318-84.7% | $172,739-82.1% | $152,861-79.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 301.92% | 1029.65%-727.7pp | 802.84%-500.9pp | 345.32%-43.4pp |
| Employer contribution / active EE | $1,941 | $5,856-66.9% | $5,143-62.3% | $4,762-59.3% |
| Participant deferral / active EE | $7,044 | $5,948+18.4% | $5,198+35.5% | $5,850+20.4% |
| Admin fee / account holder | $218 | $17,109-98.7% | $13,954-98.4% | $11,596-98.1% |