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 | $66,862 | $159,934-58.2% | $147,005-54.5% | $145,959-54.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.05% | 98.24%-82.2pp | 418.76%-402.7pp | 561.95%-545.9pp |
| Employer contribution / active EE | $23,732 | $5,287+348.8% | $4,934+381.0% | $4,661+409.2% |
| Participant deferral / active EE | $7,872 | $8,427-6.6% | $8,070-2.5% | $6,689+17.7% |
| Admin fee / account holder | $282 | $15,053-98.1% | $13,006-97.8% | $13,398-97.9% |