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 | $47,251 | $158,398-70.2% | $126,539-62.7% | $142,382-66.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.22% | 593.76%-573.5pp | 425.95%-405.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $11,385 | $4,650+144.8% | $3,674+209.9% | $4,299+164.8% |
| Participant deferral / active EE | $7,549 | $4,767+58.4% | $4,083+84.9% | $6,507+16.0% |
| Admin fee / account holder | $219 | $6,918-96.8% | $6,065-96.4% | $12,624-98.3% |