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 | $127,065-54.7% | $113,168-49.1% | $142,382-59.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 51.09% | 24.03%+27.1pp | 24.27%+26.8pp | 217.08%-166.0pp |
| Employer contribution / active EE | $8,521 | $3,442+147.6% | $2,975+186.4% | $4,299+98.2% |
| Participant deferral / active EE | $16,115 | $5,716+181.9% | $5,107+215.6% | $6,507+147.7% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |