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 | $34,609 | $162,781-78.7% | $133,956-74.2% | $158,922-78.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 254.58% | 41.94%+212.6pp | 45.09%+209.5pp | 302.83%-48.2pp |
| Employer contribution / active EE | $6,978 | $4,975+40.2% | $3,919+78.1% | $4,761+46.6% |
| Participant deferral / active EE | $20,160 | $5,911+241.1% | $5,048+299.4% | $5,982+237.0% |
| Admin fee / account holder | $67 | $11,736-99.4% | $8,927-99.2% | $11,246-99.4% |