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 6-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 | $49,320 | $72,071-31.6% | $68,368-27.9% | $137,256-64.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.13% | 353.14%-337.0pp | 292.57%-276.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,548 | $2,788+27.3% | $2,649+33.9% | $4,156-14.6% |
| Participant deferral / active EE | $8,558 | $4,410+94.1% | $4,123+107.6% | $6,407+33.6% |
| Admin fee / account holder | $231 | $5,336-95.7% | $5,150-95.5% | $12,270-98.1% |