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 | $64,954 | $132,634-51.0% | $115,768-43.9% | $137,256-52.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.59% | 160.70%-143.1pp | 100.46%-82.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $7,225 | $3,360+115.1% | $2,940+145.8% | $4,156+73.8% |
| Participant deferral / active EE | $8,475 | $5,619+50.8% | $4,917+72.4% | $6,407+32.3% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |