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 5-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 | $66,683 | $84,696-21.3% | $75,696-11.9% | $167,490-60.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.03% | 199.36%-185.3pp | 104.53%-90.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $3,200 | $3,230-0.9% | $2,743+16.7% | $4,837-33.8% |
| Participant deferral / active EE | $26,000 | $4,580+467.7% | $3,821+580.4% | $6,341+310.0% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |