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 | $18,988 | $202,432-90.6% | $169,368-88.8% | $139,434-86.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 29.78% | 531.74%-502.0pp | 405.60%-375.8pp | 372.94%-343.2pp |
| Employer contribution / active EE | $1,800 | $4,692-61.6% | $4,013-55.1% | $4,751-62.1% |
| Participant deferral / active EE | $6,000 | $6,938-13.5% | $6,221-3.6% | $6,710-10.6% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |