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 | $25,340 | $183,519-86.2% | $155,509-83.7% | $145,922-82.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 72.55% | 61.17%+11.4pp | 64.67%+7.9pp | 561.29%-488.7pp |
| Employer contribution / active EE | $4,461 | $5,313-16.0% | $4,672-4.5% | $4,660-4.3% |
| Participant deferral / active EE | $16,627 | $6,462+157.3% | $5,626+195.5% | $6,688+148.6% |
| Admin fee / account holder | $87 | $19,313-99.5% | $15,912-99.5% | $13,397-99.3% |