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 6-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 | $16,085 | $84,696-81.0% | $75,696-78.8% | $167,490-90.4% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.8%+13.4pp | 82.1%+6.1pp |
| Annual return | 27.67% | 199.36%-171.7pp | 104.53%-76.9pp | 478.56%-450.9pp |
| Employer contribution / active EE | $7,469 | $3,230+131.3% | $2,743+172.3% | $4,837+54.4% |
| Participant deferral / active EE | $5,778 | $4,580+26.2% | $3,821+51.2% | $6,341-8.9% |
| Admin fee / account holder | $42 | $5,355-99.2% | $3,619-98.9% | $12,309-99.7% |