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 | $43,611 | $183,963-76.3% | $162,163-73.1% | $152,861-71.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 32.60% | 150.76%-118.2pp | 115.59%-83.0pp | 345.32%-312.7pp |
| Employer contribution / active EE | $3,169 | $6,371-50.3% | $5,614-43.6% | $4,762-33.5% |
| Participant deferral / active EE | $15,867 | $8,034+97.5% | $7,298+117.4% | $5,850+171.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |