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 8-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 | $21,547 | $109,817-80.4% | $98,442-78.1% | $167,490-87.1% |
| Participation rate | 90.5% | 75.8%+14.7pp | 73.3%+17.1pp | 82.1%+8.4pp |
| Annual return | 93.40% | 1956.69%-1863.3pp | 1492.73%-1399.3pp | 478.56%-385.2pp |
| Employer contribution / active EE | $2,209 | $3,224-31.5% | $2,960-25.4% | $4,837-54.3% |
| Participant deferral / active EE | $4,910 | $4,673+5.1% | $4,276+14.8% | $6,341-22.6% |
| Admin fee / account holder | $34 | $6,753-99.5% | $5,949-99.4% | $12,309-99.7% |