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 | $35,263 | $175,202-79.9% | $149,673-76.4% | $139,434-74.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 38.93% | 166.71%-127.8pp | 134.42%-95.5pp | 372.94%-334.0pp |
| Employer contribution / active EE | $8,246 | $5,474+50.6% | $4,818+71.2% | $4,751+73.6% |
| Participant deferral / active EE | $10,552 | $6,519+61.9% | $5,680+85.8% | $6,710+57.3% |
| Admin fee / account holder | $33 | $16,150-99.8% | $13,210-99.8% | $11,403-99.7% |