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 10-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 | $58,628 | $69,207-15.3% | $64,056-8.5% | $139,434-58.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.32% | 45.88%-24.6pp | 33.69%-12.4pp | 372.94%-351.6pp |
| Employer contribution / active EE | $8,148 | $3,182+156.1% | $2,747+196.7% | $4,751+71.5% |
| Participant deferral / active EE | $8,541 | $4,682+82.4% | $3,880+120.1% | $6,710+27.3% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |