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 4-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 | $121,472 | $74,888+62.2% | $71,209+70.6% | $142,382-14.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 37.53% | 345.14%-307.6pp | 282.51%-245.0pp | 217.08%-179.5pp |
| Employer contribution / active EE | $2,084 | $2,854-27.0% | $2,721-23.4% | $4,299-51.5% |
| Participant deferral / active EE | $17,625 | $4,454+295.7% | $4,175+322.1% | $6,507+170.9% |
| Admin fee / account holder | $75 | $5,568-98.7% | $5,349-98.6% | $12,624-99.4% |