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 | $26,890 | $96,305-72.1% | $80,569-66.6% | $139,434-80.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 26.61% | 1350.08%-1323.5pp | 935.43%-908.8pp | 372.94%-346.3pp |
| Employer contribution / active EE | $2,654 | $3,262-18.6% | $2,723-2.5% | $4,751-44.1% |
| Participant deferral / active EE | $6,357 | $5,232+21.5% | $4,447+42.9% | $6,710-5.3% |
| Admin fee / account holder | $161 | $6,599-97.6% | $5,377-97.0% | $11,403-98.6% |