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 | $23,617 | $118,849-80.1% | $96,562-75.5% | $167,490-85.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 34.07% | 50.49%-16.4pp | 37.78%-3.7pp | 478.56%-444.5pp |
| Employer contribution / active EE | $7,805 | $3,120+150.2% | $2,356+231.2% | $4,837+61.3% |
| Participant deferral / active EE | $7,019 | $4,616+52.0% | $3,849+82.4% | $6,341+10.7% |
| Admin fee / account holder | $249 | $8,065-96.9% | $6,181-96.0% | $12,309-98.0% |