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 | $42,116 | $159,901-73.7% | $146,958-71.3% | $145,922-71.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.08% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $6,392 | $5,286+20.9% | $4,933+29.6% | $4,660+37.2% |
| Participant deferral / active EE | $6,888 | $8,428-18.3% | $8,070-14.7% | $6,688+3.0% |
| Admin fee / account holder | $273 | $15,044-98.2% | $12,998-97.9% | $13,397-98.0% |