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 5-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 | $23,133 | $92,703-75.0% | $82,719-72.0% | $134,475-82.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 1441.17% | 944.92%+496.2pp | 701.18%+740.0pp | 417.96%+1023.2pp |
| Employer contribution / active EE | $5,442 | $3,274+66.2% | $3,009+80.8% | $4,740+14.8% |
| Participant deferral / active EE | $7,216 | $4,802+50.3% | $4,395+64.2% | $6,400+12.8% |
| Admin fee / account holder | $77 | $5,983-98.7% | $5,329-98.6% | $11,426-99.3% |