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 | $50,142 | $110,261-54.5% | $95,745-47.6% | $139,434-64.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.20% | 27.11%-6.9pp | 28.35%-8.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,542 | $3,257-22.0% | $2,835-10.3% | $4,751-46.5% |
| Participant deferral / active EE | $11,250 | $4,676+140.6% | $4,245+165.0% | $6,710+67.7% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |