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 | $104,857 | $165,984-36.8% | $164,813-36.4% | $145,922-28.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.43% | 100.03%-90.6pp | 69.93%-60.5pp | 561.29%-551.9pp |
| Employer contribution / active EE | $10,248 | $5,273+94.4% | $4,341+136.1% | $4,660+119.9% |
| Participant deferral / active EE | $12,100 | $6,959+73.9% | $6,031+100.6% | $6,688+80.9% |
| Admin fee / account holder | $133 | $16,648-99.2% | $12,690-99.0% | $13,397-99.0% |