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 | $70,779 | $158,398-55.3% | $126,539-44.1% | $142,382-50.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.60% | 593.76%-574.2pp | 425.95%-406.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $12,967 | $4,650+178.9% | $3,674+252.9% | $4,299+201.6% |
| Participant deferral / active EE | $8,367 | $4,767+75.5% | $4,083+104.9% | $6,507+28.6% |
| Admin fee / account holder | $210 | $6,918-97.0% | $6,065-96.5% | $12,624-98.3% |