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 9-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 | $44,347 | $160,055-72.3% | $140,016-68.3% | $135,375-67.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 21.53% | 911.38%-889.9pp | 651.12%-629.6pp | 519.73%-498.2pp |
| Employer contribution / active EE | $2,933 | $6,420-54.3% | $5,606-47.7% | $4,779-38.6% |
| Participant deferral / active EE | $10,462 | $7,642+36.9% | $6,927+51.0% | $5,609+86.5% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |