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 | $47,082 | $217,402-78.3% | $185,823-74.7% | $167,490-71.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 49.40% | 148.36%-99.0pp | 122.05%-72.6pp | 478.56%-429.2pp |
| Employer contribution / active EE | $2,079 | $5,873-64.6% | $5,167-59.8% | $4,837-57.0% |
| Participant deferral / active EE | $5,386 | $6,356-15.3% | $5,568-3.3% | $6,341-15.1% |
| Admin fee / account holder | $14 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |