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 | $57,176 | $102,317-44.1% | $146,958-61.1% | $80,856-29.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.28% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,261 | $3,713-39.1% | $4,933-54.2% | $2,755-17.9% |
| Participant deferral / active EE | $4,831 | $6,644-27.3% | $8,070-40.1% | $4,296+12.5% |
| Admin fee / account holder | $21 | $7,941-99.7% | $12,998-99.8% | $6,918-99.7% |