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 4-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 | $16,179 | $96,305-83.2% | $80,569-79.9% | $139,434-88.4% |
| Participation rate | 72.2% | 73.6%-1.4pp | 67.0%+5.2pp | 80.3%-8.1pp |
| Annual return | 2912.49% | 1350.08%+1562.4pp | 935.43%+1977.1pp | 372.94%+2539.6pp |
| Employer contribution / active EE | $1,362 | $3,262-58.2% | $2,723-50.0% | $4,751-71.3% |
| Participant deferral / active EE | $3,330 | $5,232-36.3% | $4,447-25.1% | $6,710-50.4% |
| Admin fee / account holder | $21 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |