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 | $31,045 | $202,318-84.7% | $172,739-82.0% | $152,861-79.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.48% | 1029.65%-1014.2pp | 802.84%-787.4pp | 345.32%-329.8pp |
| Employer contribution / active EE | $5,293 | $5,856-9.6% | $5,143+2.9% | $4,762+11.1% |
| Participant deferral / active EE | $3,760 | $5,948-36.8% | $5,198-27.7% | $5,850-35.7% |
| Admin fee / account holder | $176 | $17,109-99.0% | $13,954-98.7% | $11,596-98.5% |