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 | $59,804 | $176,812-66.2% | $146,665-59.2% | $167,490-64.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 75.18% | 24.03%+51.1pp | 22.74%+52.4pp | 478.56%-403.4pp |
| Employer contribution / active EE | $19,450 | $5,160+276.9% | $4,136+370.2% | $4,837+302.1% |
| Participant deferral / active EE | $8,567 | $6,440+33.0% | $5,506+55.6% | $6,341+35.1% |
| Admin fee / account holder | $20 | $13,259-99.8% | $10,280-99.8% | $12,309-99.8% |