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 | $30,745 | $176,056-82.5% | $159,436-80.7% | $167,490-81.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 34.55% | 331.75%-297.2pp | 263.57%-229.0pp | 478.56%-444.0pp |
| Employer contribution / active EE | $15,027 | $5,297+183.7% | $4,829+211.2% | $4,837+210.6% |
| Participant deferral / active EE | $17,260 | $7,750+122.7% | $7,352+134.8% | $6,341+172.2% |
| Admin fee / account holder | $105 | $12,554-99.2% | $10,799-99.0% | $12,309-99.1% |