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 | $21,092 | $74,888-71.8% | $71,209-70.4% | $142,382-85.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.34% | 345.14%-323.8pp | 282.51%-261.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $7,131 | $2,854+149.8% | $2,721+162.1% | $4,299+65.9% |
| Participant deferral / active EE | $11,439 | $4,454+156.8% | $4,175+174.0% | $6,507+75.8% |
| Admin fee / account holder | $80 | $5,568-98.6% | $5,349-98.5% | $12,624-99.4% |