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 | $37,590 | $108,919-65.5% | $100,391-62.6% | $145,922-74.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.48% | 57.88%-45.4pp | 49.20%-36.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $7,301 | $4,419+65.2% | $3,942+85.2% | $4,660+56.7% |
| Participant deferral / active EE | $8,765 | $8,445+3.8% | $8,082+8.5% | $6,688+31.1% |
| Admin fee / account holder | $21 | $9,689-99.8% | $7,899-99.7% | $13,397-99.8% |