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 | $79,717 | $74,888+6.4% | $71,209+11.9% | $142,382-44.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.96% | 345.14%-323.2pp | 282.51%-260.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $4,555 | $2,854+59.6% | $2,721+67.4% | $4,299+5.9% |
| Participant deferral / active EE | $10,885 | $4,454+144.4% | $4,175+160.7% | $6,507+67.3% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |