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 5-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 | $56,278 | $96,305-41.6% | $80,569-30.1% | $139,434-59.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.42% | 1350.08%-1329.7pp | 935.43%-915.0pp | 372.94%-352.5pp |
| Employer contribution / active EE | $3,080 | $3,262-5.6% | $2,723+13.1% | $4,751-35.2% |
| Participant deferral / active EE | $12,073 | $5,232+130.8% | $4,447+171.5% | $6,710+79.9% |
| Admin fee / account holder | $20 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |