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 3-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 | $41,157 | $159,901-74.3% | $146,958-72.0% | $145,922-71.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.86% | 98.13%-70.3pp | 418.34%-390.5pp | 561.29%-533.4pp |
| Employer contribution / active EE | $2,334 | $5,286-55.8% | $4,933-52.7% | $4,660-49.9% |
| Participant deferral / active EE | $15,297 | $8,428+81.5% | $8,070+89.6% | $6,688+128.7% |
| Admin fee / account holder | $230 | $15,044-98.5% | $12,998-98.2% | $13,397-98.3% |