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 4-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 | $52,794 | $175,202-69.9% | $149,673-64.7% | $139,434-62.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.83% | 166.71%-137.9pp | 134.42%-105.6pp | 372.94%-344.1pp |
| Employer contribution / active EE | $10,725 | $5,474+95.9% | $4,818+122.6% | $4,751+125.8% |
| Participant deferral / active EE | $13,707 | $6,519+110.3% | $5,680+141.3% | $6,710+104.3% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |