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 | $32,262 | $133,922-75.9% | $116,228-72.2% | $142,382-77.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 38.21% | 147.76%-109.6pp | 90.06%-51.9pp | 217.08%-178.9pp |
| Employer contribution / active EE | $7,340 | $3,446+113.0% | $2,994+145.1% | $4,299+70.7% |
| Participant deferral / active EE | $15,387 | $5,672+171.3% | $4,953+210.7% | $6,507+136.5% |
| Admin fee / account holder | $80 | $14,945-99.5% | $11,989-99.3% | $12,624-99.4% |