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 5-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 | $11,497 | $96,305-88.1% | $80,569-85.7% | $139,434-91.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.71% | 1350.08%-1330.4pp | 935.43%-915.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,889 | $3,262-42.1% | $2,723-30.6% | $4,751-60.2% |
| Participant deferral / active EE | $3,293 | $5,232-37.1% | $4,447-26.0% | $6,710-50.9% |
| Admin fee / account holder | $35 | $6,599-99.5% | $5,377-99.3% | $11,403-99.7% |