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 7-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 | $77,304 | $115,882-33.3% | $100,516-23.1% | $158,922-51.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 94.23% | 34.79%+59.4pp | 30.89%+63.3pp | 302.83%-208.6pp |
| Employer contribution / active EE | $35,629 | $4,103+768.3% | $3,418+942.5% | $4,761+648.3% |
| Participant deferral / active EE | $22,390 | $6,674+235.5% | $6,270+257.1% | $5,982+274.3% |
| Admin fee / account holder | $170 | $10,995-98.5% | $8,081-97.9% | $11,246-98.5% |