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 10-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 | $25,964 | $99,020-73.8% | $86,590-70.0% | $147,584-82.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.68% | 1312.34%-1293.7pp | 964.84%-946.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $6,597 | $3,132+110.6% | $2,839+132.4% | $4,876+35.3% |
| Participant deferral / active EE | $1,049 | $3,972-73.6% | $3,609-70.9% | $5,439-80.7% |
| Admin fee / account holder | $5 | $5,710-99.9% | $4,906-99.9% | $10,885-100.0% |