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 | $30,414 | $210,698-85.6% | $178,014-82.9% | $145,959-79.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.83% | 386.27%-374.4pp | 294.80%-283.0pp | 561.95%-550.1pp |
| Employer contribution / active EE | $2,280 | $4,567-50.1% | $3,950-42.3% | $4,661-51.1% |
| Participant deferral / active EE | $3,420 | $6,958-50.9% | $6,276-45.5% | $6,689-48.9% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |