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 | $43,091 | $88,751-51.4% | $81,812-47.3% | $145,922-70.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.83% | 1025.40%-1014.6pp | 773.79%-763.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,581 | $3,083-16.3% | $2,912-11.4% | $4,660-44.6% |
| Participant deferral / active EE | $7,752 | $4,643+67.0% | $4,319+79.5% | $6,688+15.9% |
| Admin fee / account holder | $293 | $8,415-96.5% | $7,386-96.0% | $13,397-97.8% |