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 | $56,068 | $67,823-17.3% | $52,425+6.9% | $137,256-59.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 23.38% | 219.11%-195.7pp | 302.12%-278.7pp | 220.34%-197.0pp |
| Employer contribution / active EE | $3,250 | $1,163+179.5% | $914+255.5% | $4,156-21.8% |
| Participant deferral / active EE | $20,313 | $2,288+787.8% | $1,790+1034.5% | $6,407+217.1% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |