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 | $133,922-52.0% | $116,228-44.7% | $142,382-54.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 68.47% | 147.76%-79.3pp | 90.06%-21.6pp | 217.08%-148.6pp |
| Employer contribution / active EE | $7,954 | $3,446+130.9% | $2,994+165.6% | $4,299+85.0% |
| Participant deferral / active EE | $11,507 | $5,672+102.9% | $4,953+132.3% | $6,507+76.8% |
| Admin fee / account holder | $15 | $14,945-99.9% | $11,989-99.9% | $12,624-99.9% |