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 | $145,834 | $123,909+17.7% | $69,647+109.4% | $145,922-0.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 26.79% | 190.55%-163.8pp | 100.48%-73.7pp | 561.29%-534.5pp |
| Employer contribution / active EE | $1,460 | $2,682-45.6% | $1,712-14.7% | $4,660-68.7% |
| Participant deferral / active EE | $29,035 | $4,236+585.4% | $2,886+906.1% | $6,688+334.2% |
| Admin fee / account holder | $20 | $7,863-99.7% | $4,713-99.6% | $13,397-99.9% |