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 | $81,410 | $165,984-51.0% | $164,813-50.6% | $145,922-44.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.60% | 100.03%-88.4pp | 69.93%-58.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $8,101 | $5,273+53.6% | $4,341+86.6% | $4,660+73.8% |
| Participant deferral / active EE | $9,293 | $6,959+33.5% | $6,031+54.1% | $6,688+39.0% |
| Admin fee / account holder | $9 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |