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 | $20,828 | $126,574-83.5% | $106,213-80.4% | $145,922-85.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 17.57% | 224.79%-207.2pp | 116.14%-98.6pp | 561.29%-543.7pp |
| Employer contribution / active EE | $8,182 | $3,730+119.3% | $3,171+158.0% | $4,660+75.6% |
| Participant deferral / active EE | $10,852 | $5,724+89.6% | $5,016+116.4% | $6,688+62.3% |
| Admin fee / account holder | $27 | $17,304-99.8% | $11,033-99.8% | $13,397-99.8% |