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 | $26,986 | $115,770-76.7% | $101,248-73.3% | $158,922-83.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.01% | 56.14%-45.1pp | 46.47%-35.5pp | 302.83%-291.8pp |
| Employer contribution / active EE | $5,995 | $4,175+43.6% | $3,660+63.8% | $4,761+25.9% |
| Participant deferral / active EE | $1,930 | $4,957-61.1% | $4,370-55.8% | $5,982-67.7% |
| Admin fee / account holder | $275 | $7,245-96.2% | $5,945-95.4% | $11,246-97.6% |