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 4-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 | $57,588 | $124,425-53.7% | $112,040-48.6% | $137,256-58.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 51.09% | 24.72%+26.4pp | 24.52%+26.6pp | 220.34%-169.2pp |
| Employer contribution / active EE | $8,521 | $3,411+149.8% | $2,954+188.5% | $4,156+105.0% |
| Participant deferral / active EE | $16,115 | $5,718+181.8% | $5,098+216.1% | $6,407+151.5% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |