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 | $33,883 | $96,305-64.8% | $80,569-57.9% | $139,434-75.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.27% | 1350.08%-1335.8pp | 935.43%-921.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $2,123 | $3,262-34.9% | $2,723-22.0% | $4,751-55.3% |
| Participant deferral / active EE | $6,947 | $5,232+32.8% | $4,447+56.2% | $6,710+3.5% |
| Admin fee / account holder | $99 | $6,599-98.5% | $5,377-98.2% | $11,403-99.1% |