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 | $59,144 | $102,317-42.2% | $146,958-59.8% | $80,856-26.9% |
| Participation rate | 80.8% | 75.8%+4.9pp | 82.2%-1.4pp | 67.6%+13.1pp |
| Annual return | 92.08% | 134.76%-42.7pp | 418.34%-326.3pp | 35.59%+56.5pp |
| Employer contribution / active EE | $10,180 | $3,713+174.2% | $4,933+106.4% | $2,755+269.5% |
| Participant deferral / active EE | $10,849 | $6,644+63.3% | $8,070+34.4% | $4,296+152.5% |
| Admin fee / account holder | $86 | $7,941-98.9% | $12,998-99.3% | $6,918-98.8% |