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 | $47,650 | $100,773-52.7% | $88,946-46.4% | $142,382-66.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.44% | 70.18%-48.7pp | 57.82%-36.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $4,819 | $2,918+65.2% | $2,555+88.6% | $4,299+12.1% |
| Participant deferral / active EE | $5,169 | $5,230-1.2% | $4,581+12.8% | $6,507-20.6% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |