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 | $41,605 | $165,335-74.8% | $149,696-72.2% | $158,922-73.8% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 136.53% | 348.15%-211.6pp | 276.60%-140.1pp | 302.83%-166.3pp |
| Employer contribution / active EE | $13,567 | $5,103+165.9% | $4,644+192.1% | $4,761+185.0% |
| Participant deferral / active EE | $15,161 | $7,181+111.1% | $6,842+121.6% | $5,982+153.4% |
| Admin fee / account holder | $5 | $10,807-100.0% | $9,309-99.9% | $11,246-100.0% |