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 10-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 | $155,798 | $70,606+120.7% | $53,898+189.1% | $142,382+9.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 31.43% | 619.81%-588.4pp | 528.60%-497.2pp | 217.08%-185.6pp |
| Employer contribution / active EE | $1,701 | $1,202+41.5% | $932+82.5% | $4,299-60.4% |
| Participant deferral / active EE | $12,980 | $2,364+449.1% | $1,826+610.8% | $6,507+99.5% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |