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 | $48,752 | $74,888-34.9% | $71,209-31.5% | $142,382-65.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.86% | 345.14%-325.3pp | 282.51%-262.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $3,381 | $2,854+18.4% | $2,721+24.2% | $4,299-21.4% |
| Participant deferral / active EE | $11,853 | $4,454+166.1% | $4,175+183.9% | $6,507+82.2% |
| Admin fee / account holder | $160 | $5,568-97.1% | $5,349-97.0% | $12,624-98.7% |