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 8-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 | $23,721 | $107,934-78.0% | $91,989-74.2% | $152,861-84.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 37.13% | 89.24%-52.1pp | 69.02%-31.9pp | 345.32%-308.2pp |
| Employer contribution / active EE | $4,423 | $4,210+5.1% | $3,452+28.1% | $4,762-7.1% |
| Participant deferral / active EE | $10,700 | $6,364+68.1% | $5,923+80.7% | $5,850+82.9% |
| Admin fee / account holder | $68 | $10,520-99.4% | $7,743-99.1% | $11,596-99.4% |