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 6-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 | $38,585 | $175,202-78.0% | $149,673-74.2% | $139,434-72.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.69% | 166.71%-145.0pp | 134.42%-112.7pp | 372.94%-351.3pp |
| Employer contribution / active EE | $2,191 | $5,474-60.0% | $4,818-54.5% | $4,751-53.9% |
| Participant deferral / active EE | $8,473 | $6,519+30.0% | $5,680+49.2% | $6,710+26.3% |
| Admin fee / account holder | $146 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |