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 | $29,983 | $111,535-73.1% | $105,223-71.5% | $137,256-78.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 37.51% | 237.85%-200.3pp | 180.65%-143.1pp | 220.34%-182.8pp |
| Employer contribution / active EE | $8,907 | $3,939+126.1% | $3,689+141.5% | $4,156+114.3% |
| Participant deferral / active EE | $14,224 | $5,500+158.6% | $5,072+180.5% | $6,407+122.0% |
| Admin fee / account holder | $174 | $9,721-98.2% | $8,859-98.0% | $12,270-98.6% |