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 | $67,823+129.7% | $52,425+197.2% | $137,256+13.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 31.43% | 219.11%-187.7pp | 302.12%-270.7pp | 220.34%-188.9pp |
| Employer contribution / active EE | $1,701 | $1,163+46.2% | $914+86.0% | $4,156-59.1% |
| Participant deferral / active EE | $12,980 | $2,288+467.3% | $1,790+625.0% | $6,407+102.6% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |