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 | $34,518 | $209,411-83.5% | $178,490-80.7% | $158,922-78.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.42% | 188.75%-161.3pp | 151.07%-123.7pp | 302.83%-275.4pp |
| Employer contribution / active EE | $10,556 | $5,706+85.0% | $5,011+110.7% | $4,761+121.7% |
| Participant deferral / active EE | $5,357 | $5,954-10.0% | $5,202+3.0% | $5,982-10.5% |
| Admin fee / account holder | $19 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |