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 | $149,962 | $95,266+57.4% | $82,389+82.0% | $142,382+5.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 31.53% | 25.74%+5.8pp | 28.67%+2.9pp | 217.08%-185.5pp |
| Employer contribution / active EE | $23,500 | $2,991+685.7% | $2,517+833.6% | $4,299+446.6% |
| Participant deferral / active EE | $23,500 | $4,809+388.7% | $4,155+465.6% | $6,507+261.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |