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 | $41,512 | $100,773-58.8% | $88,946-53.3% | $142,382-70.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.02% | 70.18%-49.2pp | 57.82%-36.8pp | 217.08%-196.1pp |
| Employer contribution / active EE | $11,031 | $2,918+278.1% | $2,555+331.7% | $4,299+156.6% |
| Participant deferral / active EE | $6,984 | $5,230+33.5% | $4,581+52.4% | $6,507+7.3% |
| Admin fee / account holder | $19 | $9,693-99.8% | $8,261-99.8% | $12,624-99.9% |