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 | $29,354 | $114,047-74.3% | $96,139-69.5% | $167,490-82.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 63.19% | 189.88%-126.7pp | 191.94%-128.8pp | 478.56%-415.4pp |
| Employer contribution / active EE | $564 | $3,427-83.5% | $2,797-79.8% | $4,837-88.3% |
| Participant deferral / active EE | $1,439 | $5,194-72.3% | $4,349-66.9% | $6,341-77.3% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |