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 7-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 | $95,198 | $166,020-42.7% | $164,866-42.3% | $145,959-34.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.98% | 100.08%-88.1pp | 69.97%-58.0pp | 561.95%-550.0pp |
| Employer contribution / active EE | $24,844 | $5,275+371.0% | $4,343+472.1% | $4,661+433.0% |
| Participant deferral / active EE | $16,733 | $6,961+140.4% | $6,033+177.4% | $6,689+150.2% |
| Admin fee / account holder | $20 | $16,644-99.9% | $12,689-99.8% | $13,398-99.9% |