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 | $15,991 | $114,381-86.0% | $107,525-85.1% | $142,382-88.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 47.53% | 242.71%-195.2pp | 181.32%-133.8pp | 217.08%-169.6pp |
| Employer contribution / active EE | $2,070 | $4,015-48.4% | $3,754-44.9% | $4,299-51.9% |
| Participant deferral / active EE | $15,872 | $5,564+185.3% | $5,116+210.3% | $6,507+143.9% |
| Admin fee / account holder | $115 | $9,860-98.8% | $8,919-98.7% | $12,624-99.1% |