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 | $30,554 | $88,751-65.6% | $81,812-62.7% | $145,922-79.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.63% | 1025.40%-1015.8pp | 773.79%-764.2pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,675 | $3,083-45.7% | $2,912-42.5% | $4,660-64.1% |
| Participant deferral / active EE | $8,017 | $4,643+72.7% | $4,319+85.6% | $6,688+19.9% |
| Admin fee / account holder | $248 | $8,415-97.0% | $7,386-96.6% | $13,397-98.1% |