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 | $67,769 | $70,606-4.0% | $53,898+25.7% | $142,382-52.4% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 17.20% | 619.81%-602.6pp | 528.60%-511.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $6,539 | $1,202+443.9% | $932+601.5% | $4,299+52.1% |
| Participant deferral / active EE | $13,306 | $2,364+462.9% | $1,826+628.6% | $6,507+104.5% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |