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 | $155,074 | $169,032-8.3% | $129,207+20.0% | $145,922+6.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.72% | 14330.11%-14308.4pp | 9417.33%-9395.6pp | 561.29%-539.6pp |
| Employer contribution / active EE | $10,414 | $5,537+88.1% | $4,153+150.7% | $4,660+123.5% |
| Participant deferral / active EE | $11,024 | $4,987+121.0% | $4,168+164.5% | $6,688+64.8% |
| Admin fee / account holder | $83 | $9,954-99.2% | $7,715-98.9% | $13,397-99.4% |