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 | $77,548 | $105,126-26.2% | $94,646-18.1% | $139,434-44.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.09% | 38.03%-15.9pp | 156.71%-134.6pp | 372.94%-350.8pp |
| Employer contribution / active EE | $9,355 | $4,106+127.9% | $3,672+154.8% | $4,751+96.9% |
| Participant deferral / active EE | $16,685 | $7,599+119.6% | $7,418+124.9% | $6,710+148.7% |
| Admin fee / account holder | $255 | $8,984-97.2% | $7,231-96.5% | $11,403-97.8% |