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 6-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 | $19,362 | $176,377-89.0% | $134,143-85.6% | $158,922-87.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 137.83% | 63.63%+74.2pp | 36.33%+101.5pp | 302.83%-165.0pp |
| Employer contribution / active EE | $4,233 | $5,040-16.0% | $3,704+14.3% | $4,761-11.1% |
| Participant deferral / active EE | $11,380 | $4,091+178.1% | $3,499+225.3% | $5,982+90.2% |
| Admin fee / account holder | $292 | $8,718-96.6% | $6,684-95.6% | $11,246-97.4% |