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 | $66,320 | $210,698-68.5% | $178,014-62.7% | $145,959-54.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.18% | 386.27%-370.1pp | 294.80%-278.6pp | 561.95%-545.8pp |
| Employer contribution / active EE | $5,487 | $4,567+20.1% | $3,950+38.9% | $4,661+17.7% |
| Participant deferral / active EE | $12,900 | $6,958+85.4% | $6,276+105.5% | $6,689+92.9% |
| Admin fee / account holder | $20 | $12,016-99.8% | $10,362-99.8% | $13,398-99.9% |