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 | $31,281 | $100,773-69.0% | $88,946-64.8% | $142,382-78.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 26.13% | 70.18%-44.1pp | 57.82%-31.7pp | 217.08%-190.9pp |
| Employer contribution / active EE | $4,344 | $2,918+48.9% | $2,555+70.0% | $4,299+1.0% |
| Participant deferral / active EE | $7,352 | $5,230+40.6% | $4,581+60.5% | $6,507+13.0% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |