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 | $32,523 | $114,381-71.6% | $107,525-69.8% | $142,382-77.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 29.74% | 242.71%-213.0pp | 181.32%-151.6pp | 217.08%-187.3pp |
| Employer contribution / active EE | $1,440 | $4,015-64.1% | $3,754-61.6% | $4,299-66.5% |
| Participant deferral / active EE | $10,800 | $5,564+94.1% | $5,116+111.1% | $6,507+66.0% |
| Admin fee / account holder | $104 | $9,860-98.9% | $8,919-98.8% | $12,624-99.2% |