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 | $34,354 | $111,535-69.2% | $105,223-67.4% | $137,256-75.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 31.49% | 237.85%-206.4pp | 180.65%-149.2pp | 220.34%-188.8pp |
| Employer contribution / active EE | $10,566 | $3,939+168.2% | $3,689+186.4% | $4,156+154.2% |
| Participant deferral / active EE | $4,728 | $5,500-14.0% | $5,072-6.8% | $6,407-26.2% |
| Admin fee / account holder | $9 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |