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 | $20,533 | $84,696-75.8% | $75,696-72.9% | $167,490-87.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 19.89% | 199.36%-179.5pp | 104.53%-84.6pp | 478.56%-458.7pp |
| Employer contribution / active EE | $2,807 | $3,230-13.1% | $2,743+2.3% | $4,837-42.0% |
| Participant deferral / active EE | $4,368 | $4,580-4.6% | $3,821+14.3% | $6,341-31.1% |
| Admin fee / account holder | $6 | $5,355-99.9% | $3,619-99.8% | $12,309-100.0% |