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 | $39,144 | $111,724-65.0% | $93,606-58.2% | $145,922-73.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 18.98% | 202.98%-184.0pp | 133.20%-114.2pp | 561.29%-542.3pp |
| Employer contribution / active EE | $6,642 | $3,090+115.0% | $2,420+174.5% | $4,660+42.5% |
| Participant deferral / active EE | $9,542 | $4,912+94.3% | $4,411+116.3% | $6,688+42.7% |
| Admin fee / account holder | $134 | $10,250-98.7% | $8,285-98.4% | $13,397-99.0% |