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 7-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 | $34,271 | $227,553-84.9% | $189,557-81.9% | $167,490-79.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 28.24% | 78.40%-50.2pp | 64.17%-35.9pp | 478.56%-450.3pp |
| Employer contribution / active EE | $8,173 | $5,316+53.7% | $4,412+85.2% | $4,837+69.0% |
| Participant deferral / active EE | $14,203 | $7,002+102.8% | $6,174+130.1% | $6,341+124.0% |
| Admin fee / account holder | $20 | $11,878-99.8% | $9,807-99.8% | $12,309-99.8% |