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 | $53,244 | $210,648-74.7% | $177,989-70.1% | $145,922-63.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.51% | 385.86%-369.3pp | 294.48%-278.0pp | 561.29%-544.8pp |
| Employer contribution / active EE | $9,042 | $4,565+98.1% | $3,949+129.0% | $4,660+94.1% |
| Participant deferral / active EE | $15,466 | $6,958+122.3% | $6,276+146.4% | $6,688+131.3% |
| Admin fee / account holder | $163 | $12,013-98.6% | $10,363-98.4% | $13,397-98.8% |