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 6-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 | $19,946 | $96,305-79.3% | $80,569-75.2% | $139,434-85.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.62% | 1350.08%-1331.5pp | 935.43%-916.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $3,698 | $3,262+13.4% | $2,723+35.8% | $4,751-22.2% |
| Participant deferral / active EE | $7,668 | $5,232+46.6% | $4,447+72.4% | $6,710+14.3% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |