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 8-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 | $19,657 | $34,308-42.7% | $74,701-73.7% | $72,985-73.1% |
| Participation rate | 78.6% | 42.4%+36.2pp | 54.5%+24.1pp | 69.5%+9.1pp |
| Annual return | 498.80% | 26.58%+472.2pp | 752.92%-254.1pp | 81.00%+417.8pp |
| Employer contribution / active EE | $2,757 | $692+298.6% | $1,084+154.4% | $2,440+13.0% |
| Participant deferral / active EE | $6,020 | $1,271+373.5% | $1,964+206.6% | $3,607+66.9% |
| Admin fee / account holder | $95 | $2,124-95.5% | $3,333-97.1% | $5,124-98.1% |