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 | $62,493 | $165,984-62.3% | $164,813-62.1% | $145,922-57.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.43% | 100.03%-88.6pp | 69.93%-58.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $7,777 | $5,273+47.5% | $4,341+79.2% | $4,660+66.9% |
| Participant deferral / active EE | $15,902 | $6,959+128.5% | $6,031+163.7% | $6,688+137.8% |
| Admin fee / account holder | $234 | $16,648-98.6% | $12,690-98.2% | $13,397-98.3% |