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 | $47,026 | $88,751-47.0% | $81,812-42.5% | $145,922-67.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.00% | 1025.40%-1011.4pp | 773.79%-759.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,417 | $3,083+10.8% | $2,912+17.3% | $4,660-26.7% |
| Participant deferral / active EE | $4,095 | $4,643-11.8% | $4,319-5.2% | $6,688-38.8% |
| Admin fee / account holder | $145 | $8,415-98.3% | $7,386-98.0% | $13,397-98.9% |