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 7-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 | $31,302 | $109,817-71.5% | $98,442-68.2% | $167,490-81.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 21.01% | 1956.69%-1935.7pp | 1492.73%-1471.7pp | 478.56%-457.5pp |
| Employer contribution / active EE | $3,983 | $3,224+23.5% | $2,960+34.6% | $4,837-17.7% |
| Participant deferral / active EE | $5,415 | $4,673+15.9% | $4,276+26.6% | $6,341-14.6% |
| Admin fee / account holder | $286 | $6,753-95.8% | $5,949-95.2% | $12,309-97.7% |