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 | $49,354 | $148,534-66.8% | $135,903-63.7% | $139,434-64.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.75% | 79.19%-50.4pp | 68.23%-39.5pp | 372.94%-344.2pp |
| Employer contribution / active EE | $16,219 | $5,243+209.3% | $4,856+234.0% | $4,751+241.4% |
| Participant deferral / active EE | $16,111 | $8,100+98.9% | $7,758+107.7% | $6,710+140.1% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |