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 5-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 | $13,532 | $100,852-86.6% | $90,404-85.0% | $158,922-91.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 33.58% | 1724.20%-1690.6pp | 1293.02%-1259.4pp | 302.83%-269.2pp |
| Employer contribution / active EE | $2,890 | $3,689-21.7% | $3,262-11.4% | $4,761-39.3% |
| Participant deferral / active EE | $4,699 | $4,348+8.1% | $3,963+18.6% | $5,982-21.4% |
| Admin fee / account holder | $156 | $6,501-97.6% | $5,611-97.2% | $11,246-98.6% |