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 | $89,160 | $180,749-50.7% | $160,784-44.5% | $137,256-35.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 23.58% | 2234.46%-2210.9pp | 1803.92%-1780.3pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,190 | $4,155-71.4% | $3,733-68.1% | $4,156-71.4% |
| Participant deferral / active EE | $17,766 | $6,844+159.6% | $6,293+182.3% | $6,407+177.3% |
| Admin fee / account holder | $20 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |