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 | $37,713 | $70,606-46.6% | $53,898-30.0% | $142,382-73.5% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 22.39% | 619.81%-597.4pp | 528.60%-506.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $2,963 | $1,202+146.5% | $932+217.9% | $4,299-31.1% |
| Participant deferral / active EE | $6,035 | $2,364+155.3% | $1,826+230.4% | $6,507-7.3% |
| Admin fee / account holder | $191 | $2,852-93.3% | $2,491-92.4% | $12,624-98.5% |