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 | $67,823-0.1% | $52,425+29.3% | $137,256-50.6% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 17.20% | 219.11%-201.9pp | 302.12%-284.9pp | 220.34%-203.1pp |
| Employer contribution / active EE | $6,539 | $1,163+462.3% | $914+615.2% | $4,156+57.3% |
| Participant deferral / active EE | $13,306 | $2,288+481.6% | $1,790+643.2% | $6,407+107.7% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |