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 | $27,386 | $175,202-84.4% | $149,673-81.7% | $139,434-80.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.50% | 166.71%-136.2pp | 134.42%-103.9pp | 372.94%-342.4pp |
| Employer contribution / active EE | $10,227 | $5,474+86.8% | $4,818+112.3% | $4,751+115.3% |
| Participant deferral / active EE | $7,697 | $6,519+18.1% | $5,680+35.5% | $6,710+14.7% |
| Admin fee / account holder | $150 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |