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 | $74,052 | $99,877-25.9% | $84,966-12.8% | $145,922-49.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 25.26% | 83.76%-58.5pp | 66.38%-41.1pp | 561.29%-536.0pp |
| Employer contribution / active EE | $3,861 | $3,231+19.5% | $2,727+41.6% | $4,660-17.1% |
| Participant deferral / active EE | $10,487 | $5,291+98.2% | $4,519+132.0% | $6,688+56.8% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |