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 7-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 | $16,505 | $100,852-83.6% | $90,404-81.7% | $158,922-89.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 16.79% | 1724.20%-1707.4pp | 1293.02%-1276.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,462 | $3,689-60.4% | $3,262-55.2% | $4,761-69.3% |
| Participant deferral / active EE | $3,153 | $4,348-27.5% | $3,963-20.4% | $5,982-47.3% |
| Admin fee / account holder | $58 | $6,501-99.1% | $5,611-99.0% | $11,246-99.5% |