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 5-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 | $70,236 | $183,519-61.7% | $155,509-54.8% | $145,922-51.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 277.95% | 61.17%+216.8pp | 64.67%+213.3pp | 561.29%-283.3pp |
| Employer contribution / active EE | $8,747 | $5,313+64.6% | $4,672+87.2% | $4,660+87.7% |
| Participant deferral / active EE | $4,362 | $6,462-32.5% | $5,626-22.5% | $6,688-34.8% |
| Admin fee / account holder | $218 | $19,313-98.9% | $15,912-98.6% | $13,397-98.4% |