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 3-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 | $134,044 | $74,888+79.0% | $71,209+88.2% | $142,382-5.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 25.91% | 345.14%-319.2pp | 282.51%-256.6pp | 217.08%-191.2pp |
| Employer contribution / active EE | $6,875 | $2,854+140.9% | $2,721+152.7% | $4,299+59.9% |
| Participant deferral / active EE | $24,750 | $4,454+455.6% | $4,175+492.8% | $6,507+280.3% |
| Admin fee / account holder | $24 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |