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 | $54,228 | $99,341-45.4% | $84,750-36.0% | $273,961-80.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 83.94% | 22.93%+61.0pp | 22.78%+61.2pp | 41.45%+42.5pp |
| Employer contribution / active EE | $13,774 | $4,214+226.9% | $3,574+285.4% | $4,869+182.9% |
| Participant deferral / active EE | $10,500 | $4,269+145.9% | $3,712+182.9% | $5,287+98.6% |
| Admin fee / account holder | $184 | $6,644-97.2% | $5,332-96.5% | $10,132-98.2% |