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 | $34,279 | $149,040-77.0% | $120,225-71.5% | $137,256-75.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.35% | 605.68%-586.3pp | 439.23%-419.9pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,735 | $4,350-14.1% | $3,475+7.5% | $4,156-10.1% |
| Participant deferral / active EE | $5,617 | $4,655+20.7% | $3,999+40.5% | $6,407-12.3% |
| Admin fee / account holder | $201 | $6,348-96.8% | $5,696-96.5% | $12,270-98.4% |