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 | $24,954 | $105,126-76.3% | $94,646-73.6% | $139,434-82.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 47.04% | 38.03%+9.0pp | 156.71%-109.7pp | 372.94%-325.9pp |
| Employer contribution / active EE | $6,283 | $4,106+53.0% | $3,672+71.1% | $4,751+32.3% |
| Participant deferral / active EE | $9,787 | $7,599+28.8% | $7,418+31.9% | $6,710+45.9% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |