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 | $108,912-65.5% | $100,383-62.6% | $145,959-74.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.48% | 57.96%-45.5pp | 49.26%-36.8pp | 561.95%-549.5pp |
| Employer contribution / active EE | $7,301 | $4,423+65.1% | $3,944+85.1% | $4,661+56.6% |
| Participant deferral / active EE | $8,765 | $8,451+3.7% | $8,086+8.4% | $6,689+31.0% |
| Admin fee / account holder | $21 | $9,690-99.8% | $7,900-99.7% | $13,398-99.8% |