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 7-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 | $59,750 | $109,327-45.3% | $89,391-33.2% | $158,922-62.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.50% | 345.68%-331.2pp | 245.62%-231.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $3,157 | $3,170-0.4% | $2,586+22.1% | $4,761-33.7% |
| Participant deferral / active EE | $3,479 | $4,598-24.3% | $3,890-10.6% | $5,982-41.8% |
| Admin fee / account holder | $18 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |