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 | $27,696 | $109,327-74.7% | $89,391-69.0% | $158,922-82.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 66.42% | 345.68%-279.3pp | 245.62%-179.2pp | 302.83%-236.4pp |
| Employer contribution / active EE | $11,289 | $3,170+256.2% | $2,586+336.6% | $4,761+137.1% |
| Participant deferral / active EE | $4,512 | $4,598-1.9% | $3,890+16.0% | $5,982-24.6% |
| Admin fee / account holder | $155 | $6,153-97.5% | $4,881-96.8% | $11,246-98.6% |