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 6-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 | $64,328 | $132,634-51.5% | $115,768-44.4% | $137,256-53.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 68.47% | 160.70%-92.2pp | 100.46%-32.0pp | 220.34%-151.9pp |
| Employer contribution / active EE | $7,954 | $3,360+136.8% | $2,940+170.6% | $4,156+91.4% |
| Participant deferral / active EE | $11,507 | $5,619+104.8% | $4,917+134.0% | $6,407+79.6% |
| Admin fee / account holder | $15 | $15,028-99.9% | $12,439-99.9% | $12,270-99.9% |