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 9-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 | $28,520 | $138,065-79.3% | $123,544-76.9% | $135,375-78.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 33.88% | 153.68%-119.8pp | 119.20%-85.3pp | 519.73%-485.9pp |
| Employer contribution / active EE | $10,435 | $5,151+102.6% | $4,628+125.5% | $4,779+118.4% |
| Participant deferral / active EE | $7,407 | $6,799+8.9% | $6,426+15.3% | $5,609+32.1% |
| Admin fee / account holder | $61 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |