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 | $22,100 | $159,934-86.2% | $147,005-85.0% | $145,959-84.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.99% | 98.24%-81.3pp | 418.76%-401.8pp | 561.95%-545.0pp |
| Employer contribution / active EE | $3,790 | $5,287-28.3% | $4,934-23.2% | $4,661-18.7% |
| Participant deferral / active EE | $8,043 | $8,427-4.6% | $8,070-0.3% | $6,689+20.3% |
| Admin fee / account holder | $11 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |