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 | $33,911 | $183,519-81.5% | $155,509-78.2% | $145,922-76.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.01% | 61.17%-43.2pp | 64.67%-46.7pp | 561.29%-543.3pp |
| Employer contribution / active EE | $12,734 | $5,313+139.7% | $4,672+172.5% | $4,660+173.3% |
| Participant deferral / active EE | $4,828 | $6,462-25.3% | $5,626-14.2% | $6,688-27.8% |
| Admin fee / account holder | $120 | $19,313-99.4% | $15,912-99.2% | $13,397-99.1% |