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 | $100,039 | $158,398-36.8% | $126,539-20.9% | $142,382-29.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 28.65% | 593.76%-565.1pp | 425.95%-397.3pp | 217.08%-188.4pp |
| Employer contribution / active EE | $2,100 | $4,650-54.8% | $3,674-42.8% | $4,299-51.2% |
| Participant deferral / active EE | $23,500 | $4,767+393.0% | $4,083+475.6% | $6,507+261.1% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |