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 | $31,054 | $69,207-55.1% | $64,056-51.5% | $139,434-77.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 32.93% | 45.88%-12.9pp | 33.69%-0.8pp | 372.94%-340.0pp |
| Employer contribution / active EE | $16,599 | $3,182+421.6% | $2,747+504.4% | $4,751+249.4% |
| Participant deferral / active EE | $8,245 | $4,682+76.1% | $3,880+112.5% | $6,710+22.9% |
| Admin fee / account holder | $297 | $4,244-93.0% | $3,068-90.3% | $11,403-97.4% |