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 | $22,737 | $175,202-87.0% | $149,673-84.8% | $139,434-83.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 66.10% | 166.71%-100.6pp | 134.42%-68.3pp | 372.94%-306.8pp |
| Employer contribution / active EE | $12,030 | $5,474+119.8% | $4,818+149.7% | $4,751+153.2% |
| Participant deferral / active EE | $5,517 | $6,519-15.4% | $5,680-2.9% | $6,710-17.8% |
| Admin fee / account holder | $14 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |