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 | $42,555 | $202,318-79.0% | $172,739-75.4% | $152,861-72.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.44% | 1029.65%-1014.2pp | 802.84%-787.4pp | 345.32%-329.9pp |
| Employer contribution / active EE | $4,501 | $5,856-23.1% | $5,143-12.5% | $4,762-5.5% |
| Participant deferral / active EE | $7,436 | $5,948+25.0% | $5,198+43.1% | $5,850+27.1% |
| Admin fee / account holder | $187 | $17,109-98.9% | $13,954-98.7% | $11,596-98.4% |