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 | $28,248 | $183,519-84.6% | $155,509-81.8% | $145,922-80.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.86% | 61.17%-39.3pp | 64.67%-42.8pp | 561.29%-539.4pp |
| Employer contribution / active EE | $2,792 | $5,313-47.5% | $4,672-40.3% | $4,660-40.1% |
| Participant deferral / active EE | $5,065 | $6,462-21.6% | $5,626-10.0% | $6,688-24.3% |
| Admin fee / account holder | $19 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |