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 | $27,167 | $165,335-83.6% | $149,696-81.9% | $158,922-82.9% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 394.47% | 348.15%+46.3pp | 276.60%+117.9pp | 302.83%+91.6pp |
| Employer contribution / active EE | $2,930 | $5,103-42.6% | $4,644-36.9% | $4,761-38.5% |
| Participant deferral / active EE | $8,231 | $7,181+14.6% | $6,842+20.3% | $5,982+37.6% |
| Admin fee / account holder | $84 | $10,807-99.2% | $9,309-99.1% | $11,246-99.2% |