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 8-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 | $41,805 | $176,662-76.3% | $130,648-68.0% | $152,861-72.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 19.68% | 2692.24%-2672.6pp | 1708.96%-1689.3pp | 345.32%-325.6pp |
| Employer contribution / active EE | $3,353 | $5,742-41.6% | $4,092-18.1% | $4,762-29.6% |
| Participant deferral / active EE | $143 | $4,361-96.7% | $3,603-96.0% | $5,850-97.6% |
| Admin fee / account holder | $115 | $7,133-98.4% | $5,464-97.9% | $11,596-99.0% |