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 5-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 | $28,382 | $138,044-79.4% | $125,339-77.4% | $134,475-78.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 282.79% | 750.33%-467.5pp | 572.05%-289.3pp | 417.96%-135.2pp |
| Employer contribution / active EE | $6,143 | $5,243+17.2% | $4,814+27.6% | $4,740+29.6% |
| Participant deferral / active EE | $2,929 | $7,799-62.4% | $7,446-60.7% | $6,400-54.2% |
| Admin fee / account holder | $36 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |