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 7-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 | $44,591 | $172,111-74.1% | $150,298-70.3% | $137,256-67.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.46% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $11,375 | $4,636+145.3% | $4,154+173.8% | $4,156+173.7% |
| Participant deferral / active EE | $15,575 | $6,166+152.6% | $5,453+185.6% | $6,407+143.1% |
| Admin fee / account holder | $213 | $16,471-98.7% | $14,116-98.5% | $12,270-98.3% |