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 | $31,551 | $102,317-69.2% | $146,958-78.5% | $80,856-61.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 179.90% | 134.76%+45.1pp | 418.34%-238.4pp | 35.59%+144.3pp |
| Employer contribution / active EE | $4,382 | $3,713+18.0% | $4,933-11.2% | $2,755+59.1% |
| Participant deferral / active EE | $3,184 | $6,644-52.1% | $8,070-60.5% | $4,296-25.9% |
| Admin fee / account holder | $176 | $7,941-97.8% | $12,998-98.6% | $6,918-97.5% |