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 5-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 | $28,703 | $124,185-76.9% | $108,410-73.5% | $167,490-82.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.42% | 1379.64%-1366.2pp | 905.27%-891.8pp | 478.56%-465.1pp |
| Employer contribution / active EE | $20,833 | $4,187+397.6% | $3,558+485.5% | $4,837+330.7% |
| Participant deferral / active EE | $7,849 | $6,908+13.6% | $6,563+19.6% | $6,341+23.8% |
| Admin fee / account holder | $127 | $9,455-98.7% | $7,295-98.3% | $12,309-99.0% |