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 | $21,104 | $102,604-79.4% | $86,188-75.5% | $139,434-84.9% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 50.35% | 1922.51%-1872.2pp | 1168.45%-1118.1pp | 372.94%-322.6pp |
| Employer contribution / active EE | $1,482 | $3,032-51.1% | $2,380-37.8% | $4,751-68.8% |
| Participant deferral / active EE | $2,465 | $4,676-47.3% | $3,985-38.2% | $6,710-63.3% |
| Admin fee / account holder | $25 | $8,657-99.7% | $6,852-99.6% | $11,403-99.8% |