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 | $26,109 | $96,305-72.9% | $80,569-67.6% | $139,434-81.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.84% | 1350.08%-1336.2pp | 935.43%-921.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,366 | $3,262-27.5% | $2,723-13.1% | $4,751-50.2% |
| Participant deferral / active EE | $1,396 | $5,232-73.3% | $4,447-68.6% | $6,710-79.2% |
| Admin fee / account holder | $20 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |