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 | $33,502 | $88,751-62.3% | $81,812-59.0% | $145,922-77.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.12% | 1025.40%-1000.3pp | 773.79%-748.7pp | 561.29%-536.2pp |
| Employer contribution / active EE | $3,611 | $3,083+17.1% | $2,912+24.0% | $4,660-22.5% |
| Participant deferral / active EE | $12,915 | $4,643+178.1% | $4,319+199.1% | $6,688+93.1% |
| Admin fee / account holder | $107 | $8,415-98.7% | $7,386-98.6% | $13,397-99.2% |