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 6-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 | $59,547 | $72,071-17.4% | $68,368-12.9% | $137,256-56.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.97% | 353.14%-338.2pp | 292.57%-277.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,600 | $2,788-42.6% | $2,649-39.6% | $4,156-61.5% |
| Participant deferral / active EE | $6,995 | $4,410+58.6% | $4,123+69.7% | $6,407+9.2% |
| Admin fee / account holder | $132 | $5,336-97.5% | $5,150-97.4% | $12,270-98.9% |