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 | $65,742 | $158,398-58.5% | $126,539-48.0% | $142,382-53.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.60% | 593.76%-572.2pp | 425.95%-404.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,555 | $4,650-45.1% | $3,674-30.5% | $4,299-40.6% |
| Participant deferral / active EE | $3,339 | $4,767-30.0% | $4,083-18.2% | $6,507-48.7% |
| Admin fee / account holder | $250 | $6,918-96.4% | $6,065-95.9% | $12,624-98.0% |