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 8-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 | $36,448 | $112,096-67.5% | $95,952-62.0% | $158,922-77.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 25.10% | 171.09%-146.0pp | 91.61%-66.5pp | 302.83%-277.7pp |
| Employer contribution / active EE | $15,898 | $3,198+397.1% | $2,541+525.7% | $4,761+233.9% |
| Participant deferral / active EE | $2,795 | $4,784-41.6% | $4,167-32.9% | $5,982-53.3% |
| Admin fee / account holder | $215 | $10,130-97.9% | $6,795-96.8% | $11,246-98.1% |