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 | $40,054 | $95,561-58.1% | $77,163-48.1% | $139,434-71.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.38% | 54.92%-34.5pp | 37.87%-17.5pp | 372.94%-352.6pp |
| Employer contribution / active EE | $8,022 | $3,147+154.9% | $2,535+216.5% | $4,751+68.9% |
| Participant deferral / active EE | $6,429 | $4,624+39.0% | $3,833+67.7% | $6,710-4.2% |
| Admin fee / account holder | $5 | $8,295-99.9% | $5,472-99.9% | $11,403-100.0% |