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 4-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 | $32,135 | $157,256-79.6% | $141,162-77.2% | $152,861-79.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 56.95% | 64.32%-7.4pp | 71.39%-14.4pp | 345.32%-288.4pp |
| Employer contribution / active EE | $8,448 | $5,261+60.6% | $4,735+78.4% | $4,762+77.4% |
| Participant deferral / active EE | $12,542 | $7,109+76.4% | $6,709+86.9% | $5,850+114.4% |
| Admin fee / account holder | $97 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |