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 | $30,044 | $124,281-75.8% | $109,143-72.5% | $167,490-82.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.32% | 26.04%-9.7pp | 25.75%-9.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $2,453 | $4,207-41.7% | $3,722-34.1% | $4,837-49.3% |
| Participant deferral / active EE | $12,099 | $5,255+130.2% | $4,653+160.0% | $6,341+90.8% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |