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 | $104,528 | $99,877+4.7% | $84,966+23.0% | $145,922-28.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 27.23% | 83.76%-56.5pp | 66.38%-39.2pp | 561.29%-534.1pp |
| Employer contribution / active EE | $5,473 | $3,231+69.4% | $2,727+100.7% | $4,660+17.4% |
| Participant deferral / active EE | $20,637 | $5,291+290.1% | $4,519+356.6% | $6,688+208.6% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |