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 | $45,106 | $100,773-55.2% | $88,946-49.3% | $142,382-68.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 24.55% | 70.18%-45.6pp | 57.82%-33.3pp | 217.08%-192.5pp |
| Employer contribution / active EE | $11,343 | $2,918+288.8% | $2,555+344.0% | $4,299+163.8% |
| Participant deferral / active EE | $7,435 | $5,230+42.1% | $4,581+62.3% | $6,507+14.3% |
| Admin fee / account holder | $18 | $9,693-99.8% | $8,261-99.8% | $12,624-99.9% |