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 | $63,840 | $209,832-69.6% | $189,513-66.3% | $167,490-61.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.58% | 748.27%-729.7pp | 555.15%-536.6pp | 478.56%-460.0pp |
| Employer contribution / active EE | $2,285 | $6,914-66.9% | $6,162-62.9% | $4,837-52.8% |
| Participant deferral / active EE | $8,919 | $8,935-0.2% | $8,221+8.5% | $6,341+40.6% |
| Admin fee / account holder | $186 | $14,293-98.7% | $12,045-98.5% | $12,309-98.5% |