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 | $41,654 | $209,411-80.1% | $178,490-76.7% | $158,922-73.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 35.87% | 188.75%-152.9pp | 151.07%-115.2pp | 302.83%-267.0pp |
| Employer contribution / active EE | $12,925 | $5,706+126.5% | $5,011+158.0% | $4,761+171.5% |
| Participant deferral / active EE | $6,333 | $5,954+6.4% | $5,202+21.8% | $5,982+5.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |