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 | $42,744 | $72,071-40.7% | $68,368-37.5% | $137,256-68.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 48625.00% | 353.14%+48271.9pp | 292.57%+48332.4pp | 220.34%+48404.7pp |
| Employer contribution / active EE | $9,421 | $2,788+237.9% | $2,649+255.7% | $4,156+126.7% |
| Participant deferral / active EE | $27,489 | $4,410+523.3% | $4,123+566.8% | $6,407+329.1% |
| Admin fee / account holder | $158 | $5,336-97.0% | $5,150-96.9% | $12,270-98.7% |