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 | $27,849 | $121,625-77.1% | $104,607-73.4% | $158,922-82.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 103.45% | 465.26%-361.8pp | 340.46%-237.0pp | 302.83%-199.4pp |
| Employer contribution / active EE | $5,637 | $3,163+78.2% | $2,681+110.3% | $4,761+18.4% |
| Participant deferral / active EE | $12,397 | $4,177+196.8% | $3,740+231.5% | $5,982+107.2% |
| Admin fee / account holder | $58 | $7,787-99.3% | $6,473-99.1% | $11,246-99.5% |