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 | $50,215 | $76,738-34.6% | $56,411-11.0% | $145,922-65.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.71% | 2994.23%-2979.5pp | 1701.33%-1686.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $3,160 | $1,380+129.0% | $1,039+204.2% | $4,660-32.2% |
| Participant deferral / active EE | $4,600 | $2,623+75.4% | $1,952+135.7% | $6,688-31.2% |
| Admin fee / account holder | $16 | $3,334-99.5% | $2,829-99.4% | $13,397-99.9% |