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 | $92,673 | $149,040-37.8% | $120,225-22.9% | $137,256-32.5% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 21.60% | 605.68%-584.1pp | 439.23%-417.6pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,256 | $4,350-71.1% | $3,475-63.9% | $4,156-69.8% |
| Participant deferral / active EE | $10,021 | $4,655+115.3% | $3,999+150.6% | $6,407+56.4% |
| Admin fee / account holder | $84 | $6,348-98.7% | $5,696-98.5% | $12,270-99.3% |