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 | $49,304 | $169,032-70.8% | $129,207-61.8% | $145,922-66.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.63% | 14330.11%-14321.5pp | 9417.33%-9408.7pp | 561.29%-552.7pp |
| Employer contribution / active EE | $12,990 | $5,537+134.6% | $4,153+212.8% | $4,660+178.8% |
| Participant deferral / active EE | $13,512 | $4,987+170.9% | $4,168+224.2% | $6,688+102.0% |
| Admin fee / account holder | $148 | $9,954-98.5% | $7,715-98.1% | $13,397-98.9% |