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 | $74,355 | $238,490-68.8% | $180,183-58.7% | $142,382-47.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 25.68% | 33.56%-7.9pp | 27.86%-2.2pp | 217.08%-191.4pp |
| Employer contribution / active EE | $9,796 | $6,143+59.5% | $5,039+94.4% | $4,299+127.8% |
| Participant deferral / active EE | $26,249 | $7,996+228.3% | $6,822+284.7% | $6,507+303.4% |
| Admin fee / account holder | $0 | $28,866-100.0% | $19,975-100.0% | $12,624-100.0% |