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 | $26,331 | $159,901-83.5% | $146,958-82.1% | $145,922-82.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 57.28% | 98.13%-40.9pp | 418.34%-361.1pp | 561.29%-504.0pp |
| Employer contribution / active EE | $5,937 | $5,286+12.3% | $4,933+20.4% | $4,660+27.4% |
| Participant deferral / active EE | $5,701 | $8,428-32.4% | $8,070-29.4% | $6,688-14.8% |
| Admin fee / account holder | $82 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |