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 | $45,736 | $108,919-58.0% | $100,391-54.4% | $145,922-68.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.94% | 57.88%-40.9pp | 49.20%-32.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $5,800 | $4,419+31.2% | $3,942+47.1% | $4,660+24.5% |
| Participant deferral / active EE | $10,754 | $8,445+27.3% | $8,082+33.1% | $6,688+60.8% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |