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 6-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 | $54,983 | $70,606-22.1% | $53,898+2.0% | $142,382-61.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 22.70% | 619.81%-597.1pp | 528.60%-505.9pp | 217.08%-194.4pp |
| Employer contribution / active EE | $4,457 | $1,202+270.8% | $932+378.2% | $4,299+3.7% |
| Participant deferral / active EE | $11,636 | $2,364+392.2% | $1,826+537.1% | $6,507+78.8% |
| Admin fee / account holder | $206 | $2,852-92.8% | $2,491-91.7% | $12,624-98.4% |