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 | $30,105 | $109,817-72.6% | $98,442-69.4% | $167,490-82.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.99% | 1956.69%-1938.7pp | 1492.73%-1474.7pp | 478.56%-460.6pp |
| Employer contribution / active EE | $4,892 | $3,224+51.7% | $2,960+65.3% | $4,837+1.1% |
| Participant deferral / active EE | $8,539 | $4,673+82.7% | $4,276+99.7% | $6,341+34.7% |
| Admin fee / account holder | $98 | $6,753-98.6% | $5,949-98.4% | $12,309-99.2% |