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 | $57,948 | $87,166-33.5% | $76,735-24.5% | $137,256-57.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 28.71% | 26.50%+2.2pp | 29.77%-1.1pp | 220.34%-191.6pp |
| Employer contribution / active EE | $568 | $2,904-80.5% | $2,454-76.9% | $4,156-86.3% |
| Participant deferral / active EE | $11,700 | $4,726+147.6% | $4,088+186.2% | $6,407+82.6% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |