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 | $72,479 | $159,901-54.7% | $146,958-50.7% | $145,922-50.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.13% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,875 | $5,286-45.6% | $4,933-41.7% | $4,660-38.3% |
| Participant deferral / active EE | $14,571 | $8,428+72.9% | $8,070+80.6% | $6,688+117.9% |
| Admin fee / account holder | $13 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |