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 | $60,709 | $159,901-62.0% | $146,958-58.7% | $145,922-58.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.67% | 98.13%-81.5pp | 418.34%-401.7pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,055 | $5,286-42.2% | $4,933-38.1% | $4,660-34.4% |
| Participant deferral / active EE | $13,182 | $8,428+56.4% | $8,070+63.3% | $6,688+97.1% |
| Admin fee / account holder | $227 | $15,044-98.5% | $12,998-98.3% | $13,397-98.3% |