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 3-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 | $45,854 | $148,534-69.1% | $135,903-66.3% | $139,434-67.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 37.02% | 79.19%-42.2pp | 68.23%-31.2pp | 372.94%-335.9pp |
| Employer contribution / active EE | $14,060 | $5,243+168.2% | $4,856+189.5% | $4,751+196.0% |
| Participant deferral / active EE | $22,393 | $8,100+176.5% | $7,758+188.7% | $6,710+233.7% |
| Admin fee / account holder | $146 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |