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 6-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 | $14,230 | $108,919-86.9% | $100,391-85.8% | $145,922-90.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.10% | 57.88%-41.8pp | 49.20%-33.1pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,324 | $4,419-47.4% | $3,942-41.0% | $4,660-50.1% |
| Participant deferral / active EE | $4,686 | $8,445-44.5% | $8,082-42.0% | $6,688-29.9% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |