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 4-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 | $89,912 | $175,202-48.7% | $149,673-39.9% | $139,434-35.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.16% | 166.71%-147.6pp | 134.42%-115.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $7,858 | $5,474+43.5% | $4,818+63.1% | $4,751+65.4% |
| Participant deferral / active EE | $7,548 | $6,519+15.8% | $5,680+32.9% | $6,710+12.5% |
| Admin fee / account holder | $25 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |