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 | $22,271 | $118,849-81.3% | $96,562-76.9% | $167,490-86.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 325.72% | 50.49%+275.2pp | 37.78%+287.9pp | 478.56%-152.8pp |
| Employer contribution / active EE | $5,368 | $3,120+72.1% | $2,356+127.8% | $4,837+11.0% |
| Participant deferral / active EE | $5,808 | $4,616+25.8% | $3,849+50.9% | $6,341-8.4% |
| Admin fee / account holder | $19 | $8,065-99.8% | $6,181-99.7% | $12,309-99.8% |