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 | $22,158 | $114,047-80.6% | $96,139-77.0% | $167,490-86.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 22.90% | 189.88%-167.0pp | 191.94%-169.0pp | 478.56%-455.7pp |
| Employer contribution / active EE | $2,135 | $3,427-37.7% | $2,797-23.7% | $4,837-55.9% |
| Participant deferral / active EE | $7,359 | $5,194+41.7% | $4,349+69.2% | $6,341+16.1% |
| Admin fee / account holder | $15 | $6,897-99.8% | $5,537-99.7% | $12,309-99.9% |