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 | $45,112 | $159,901-71.8% | $146,958-69.3% | $145,922-69.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.04% | 98.13%-72.1pp | 418.34%-392.3pp | 561.29%-535.2pp |
| Employer contribution / active EE | $1,354 | $5,286-74.4% | $4,933-72.6% | $4,660-70.9% |
| Participant deferral / active EE | $5,415 | $8,428-35.8% | $8,070-32.9% | $6,688-19.0% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |