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 | $10,240 | $114,047-91.0% | $96,139-89.3% | $167,490-93.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 24.08% | 189.88%-165.8pp | 191.94%-167.9pp | 478.56%-454.5pp |
| Employer contribution / active EE | $2,008 | $3,427-41.4% | $2,797-28.2% | $4,837-58.5% |
| Participant deferral / active EE | $4,642 | $5,194-10.6% | $4,349+6.7% | $6,341-26.8% |
| Admin fee / account holder | $296 | $6,897-95.7% | $5,537-94.7% | $12,309-97.6% |