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 | $33,452 | $68,097-50.9% | $62,929-46.8% | $137,256-75.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 19.92% | 1859.11%-1839.2pp | 1063.93%-1044.0pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,533 | $2,811-9.9% | $2,505+1.1% | $4,156-39.1% |
| Participant deferral / active EE | $6,611 | $4,553+45.2% | $3,888+70.0% | $6,407+3.2% |
| Admin fee / account holder | $168 | $6,521-97.4% | $5,065-96.7% | $12,270-98.6% |