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 | $24,229 | $118,680-79.6% | $98,907-75.5% | $158,922-84.8% |
| Participation rate | 71.4% | 77.8%-6.4pp | 76.0%-4.6pp | 82.0%-10.5pp |
| Annual return | 40.12% | 372.35%-332.2pp | 196.43%-156.3pp | 302.83%-262.7pp |
| Employer contribution / active EE | $5,940 | $3,333+78.2% | $2,689+120.9% | $4,761+24.8% |
| Participant deferral / active EE | $7,213 | $5,088+41.8% | $4,244+70.0% | $5,982+20.6% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |