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 5-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 | $21,896 | $202,432-89.2% | $169,368-87.1% | $139,434-84.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 30.55% | 531.74%-501.2pp | 405.60%-375.1pp | 372.94%-342.4pp |
| Employer contribution / active EE | $2,880 | $4,692-38.6% | $4,013-28.2% | $4,751-39.4% |
| Participant deferral / active EE | $6,960 | $6,938+0.3% | $6,221+11.9% | $6,710+3.7% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |