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 | $38,060 | $175,202-78.3% | $149,673-74.6% | $139,434-72.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.78% | 166.71%-148.9pp | 134.42%-116.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $11,029 | $5,474+101.5% | $4,818+128.9% | $4,751+132.2% |
| Participant deferral / active EE | $11,838 | $6,519+81.6% | $5,680+108.4% | $6,710+76.4% |
| Admin fee / account holder | $114 | $16,150-99.3% | $13,210-99.1% | $11,403-99.0% |