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 7-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 | $24,782 | $115,770-78.6% | $101,248-75.5% | $158,922-84.4% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 47.47% | 56.14%-8.7pp | 46.47%+1.0pp | 302.83%-255.4pp |
| Employer contribution / active EE | $13,409 | $4,175+221.2% | $3,660+266.4% | $4,761+181.6% |
| Participant deferral / active EE | $10,728 | $4,957+116.4% | $4,370+145.5% | $5,982+79.3% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |