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 | $26,829 | $183,519-85.4% | $155,509-82.7% | $145,922-81.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 47.39% | 61.17%-13.8pp | 64.67%-17.3pp | 561.29%-513.9pp |
| Employer contribution / active EE | $1,585 | $5,313-70.2% | $4,672-66.1% | $4,660-66.0% |
| Participant deferral / active EE | $7,773 | $6,462+20.3% | $5,626+38.2% | $6,688+16.2% |
| Admin fee / account holder | $20 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |