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 9-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 | $56,542 | $100,852-43.9% | $90,404-37.5% | $158,922-64.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.09% | 1724.20%-1701.1pp | 1293.02%-1269.9pp | 302.83%-279.7pp |
| Employer contribution / active EE | $2,408 | $3,689-34.7% | $3,262-26.2% | $4,761-49.4% |
| Participant deferral / active EE | $5,192 | $4,348+19.4% | $3,963+31.0% | $5,982-13.2% |
| Admin fee / account holder | $209 | $6,501-96.8% | $5,611-96.3% | $11,246-98.1% |