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 | $39,426 | $201,272-80.4% | $184,203-78.6% | $145,922-73.0% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 76.60% | 29.00%+47.6pp | 28.81%+47.8pp | 561.29%-484.7pp |
| Employer contribution / active EE | $9,100 | $7,022+29.6% | $6,427+41.6% | $4,660+95.3% |
| Participant deferral / active EE | $10,965 | $9,806+11.8% | $9,131+20.1% | $6,688+64.0% |
| Admin fee / account holder | $5 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |