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 | $161,986 | $104,974+54.3% | $95,585+69.5% | $142,382+13.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 24.64% | 210.33%-185.7pp | 38.56%-13.9pp | 217.08%-192.4pp |
| Employer contribution / active EE | $17,709 | $2,779+537.3% | $2,527+600.9% | $4,299+311.9% |
| Participant deferral / active EE | $14,263 | $4,352+227.7% | $4,023+254.6% | $6,507+119.2% |
| Admin fee / account holder | $67 | $6,386-99.0% | $6,127-98.9% | $12,624-99.5% |