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 | $35,286 | $209,832-83.2% | $189,513-81.4% | $167,490-78.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.64% | 748.27%-729.6pp | 555.15%-536.5pp | 478.56%-459.9pp |
| Employer contribution / active EE | $2,357 | $6,914-65.9% | $6,162-61.8% | $4,837-51.3% |
| Participant deferral / active EE | $13,778 | $8,935+54.2% | $8,221+67.6% | $6,341+117.3% |
| Admin fee / account holder | $125 | $14,293-99.1% | $12,045-99.0% | $12,309-99.0% |