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 | $60,652 | $100,773-39.8% | $88,946-31.8% | $142,382-57.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 25.85% | 70.18%-44.3pp | 57.82%-32.0pp | 217.08%-191.2pp |
| Employer contribution / active EE | $7,725 | $2,918+164.8% | $2,555+202.4% | $4,299+79.7% |
| Participant deferral / active EE | $11,325 | $5,230+116.5% | $4,581+147.2% | $6,507+74.0% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |