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 | $56,675 | $108,912-48.0% | $100,383-43.5% | $145,959-61.2% |
| Participation rate | 94.4% | 83.0%+11.5pp | 81.5%+12.9pp | 80.3%+14.2pp |
| Annual return | 10.59% | 57.96%-47.4pp | 49.26%-38.7pp | 561.95%-551.4pp |
| Employer contribution / active EE | $8,312 | $4,423+87.9% | $3,944+110.8% | $4,661+78.3% |
| Participant deferral / active EE | $6,265 | $8,451-25.9% | $8,086-22.5% | $6,689-6.3% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |