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 | $61,877 | $227,553-72.8% | $189,557-67.4% | $167,490-63.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 34.11% | 78.40%-44.3pp | 64.17%-30.1pp | 478.56%-444.5pp |
| Employer contribution / active EE | $12,500 | $5,316+135.1% | $4,412+183.3% | $4,837+158.4% |
| Participant deferral / active EE | $19,500 | $7,002+178.5% | $6,174+215.9% | $6,341+207.5% |
| Admin fee / account holder | $171 | $11,878-98.6% | $9,807-98.3% | $12,309-98.6% |