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 | $38,614 | $159,901-75.9% | $146,958-73.7% | $145,922-73.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.46% | 98.13%-85.7pp | 418.34%-405.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,259 | $5,286-38.3% | $4,933-33.9% | $4,660-30.0% |
| Participant deferral / active EE | $5,582 | $8,428-33.8% | $8,070-30.8% | $6,688-16.5% |
| Admin fee / account holder | $4 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |