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 | $232,440 | $108,172+114.9% | $77,482+200.0% | $158,922+46.3% |
| Participation rate | 80.0% | 64.4%+15.6pp | 54.2%+25.8pp | 82.0%-2.0pp |
| Annual return | 27.54% | 31.67%-4.1pp | 54.79%-27.3pp | 302.83%-275.3pp |
| Employer contribution / active EE | $11,096 | $1,325+737.6% | $986+1024.9% | $4,761+133.1% |
| Participant deferral / active EE | $7,075 | $2,456+188.1% | $1,861+280.2% | $5,982+18.3% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |