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 5-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 | $67,572 | $70,756-4.5% | $65,493+3.2% | $142,382-52.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.51% | 1754.89%-1743.4pp | 982.45%-970.9pp | 217.08%-205.6pp |
| Employer contribution / active EE | $12,406 | $2,881+330.7% | $2,574+381.9% | $4,299+188.6% |
| Participant deferral / active EE | $862 | $4,637-81.4% | $3,961-78.2% | $6,507-86.8% |
| Admin fee / account holder | $107 | $6,559-98.4% | $5,028-97.9% | $12,624-99.2% |