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 | $35,447 | $114,047-68.9% | $96,139-63.1% | $167,490-78.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 59.35% | 189.88%-130.5pp | 191.94%-132.6pp | 478.56%-419.2pp |
| Employer contribution / active EE | $2,969 | $3,427-13.4% | $2,797+6.2% | $4,837-38.6% |
| Participant deferral / active EE | $7,048 | $5,194+35.7% | $4,349+62.1% | $6,341+11.1% |
| Admin fee / account holder | $18 | $6,897-99.7% | $5,537-99.7% | $12,309-99.9% |