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 9-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 | $16,255 | $100,852-83.9% | $90,404-82.0% | $158,922-89.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 22.62% | 1724.20%-1701.6pp | 1293.02%-1270.4pp | 302.83%-280.2pp |
| Employer contribution / active EE | $2,261 | $3,689-38.7% | $3,262-30.7% | $4,761-52.5% |
| Participant deferral / active EE | $2,472 | $4,348-43.2% | $3,963-37.6% | $5,982-58.7% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |