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 8-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 | $21,268 | $176,662-88.0% | $130,648-83.7% | $152,861-86.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 26.07% | 2692.24%-2666.2pp | 1708.96%-1682.9pp | 345.32%-319.2pp |
| Employer contribution / active EE | $2,621 | $5,742-54.4% | $4,092-36.0% | $4,762-45.0% |
| Participant deferral / active EE | $3,263 | $4,361-25.2% | $3,603-9.4% | $5,850-44.2% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |