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 | $66,339 | $68,097-2.6% | $62,929+5.4% | $137,256-51.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.81% | 1859.11%-1846.3pp | 1063.93%-1051.1pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,838 | $2,811-34.6% | $2,505-26.6% | $4,156-55.8% |
| Participant deferral / active EE | $1,838 | $4,553-59.6% | $3,888-52.7% | $6,407-71.3% |
| Admin fee / account holder | $272 | $6,521-95.8% | $5,065-94.6% | $12,270-97.8% |