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 | $46,918 | $111,724-58.0% | $93,606-49.9% | $145,922-67.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.31% | 202.98%-185.7pp | 133.20%-115.9pp | 561.29%-544.0pp |
| Employer contribution / active EE | $3,342 | $3,090+8.2% | $2,420+38.1% | $4,660-28.3% |
| Participant deferral / active EE | $25,733 | $4,912+423.9% | $4,411+483.3% | $6,688+284.8% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |