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 | $61,119 | $202,318-69.8% | $172,739-64.6% | $152,861-60.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.86% | 1029.65%-1006.8pp | 802.84%-780.0pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,838 | $5,856-51.5% | $5,143-44.8% | $4,762-40.4% |
| Participant deferral / active EE | $4,482 | $5,948-24.6% | $5,198-13.8% | $5,850-23.4% |
| Admin fee / account holder | $33 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |