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 5-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 | $29,758 | $138,044-78.4% | $125,339-76.3% | $134,475-77.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 473.50% | 750.33%-276.8pp | 572.05%-98.5pp | 417.96%+55.5pp |
| Employer contribution / active EE | $5,934 | $5,243+13.2% | $4,814+23.3% | $4,740+25.2% |
| Participant deferral / active EE | $11,831 | $7,799+51.7% | $7,446+58.9% | $6,400+84.9% |
| Admin fee / account holder | $63 | $11,571-99.5% | $10,010-99.4% | $11,426-99.4% |