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 | $31,932 | $166,020-80.8% | $164,866-80.6% | $145,959-78.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 25.72% | 100.08%-74.4pp | 69.97%-44.2pp | 561.95%-536.2pp |
| Employer contribution / active EE | $8,087 | $5,275+53.3% | $4,343+86.2% | $4,661+73.5% |
| Participant deferral / active EE | $14,887 | $6,961+113.9% | $6,033+146.8% | $6,689+122.6% |
| Admin fee / account holder | $251 | $16,644-98.5% | $12,689-98.0% | $13,398-98.1% |