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 | $81,361 | $105,181-22.6% | $159,436-49.0% | $85,850-5.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 200.43% | 45.07%+155.4pp | 263.57%-63.1pp | 318.53%-118.1pp |
| Employer contribution / active EE | $1,727 | $3,318-47.9% | $4,829-64.2% | $2,565-32.7% |
| Participant deferral / active EE | $4,603 | $5,945-22.6% | $7,352-37.4% | $3,952+16.5% |
| Admin fee / account holder | $222 | $6,933-96.8% | $10,799-97.9% | $6,260-96.5% |