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 | $49,839 | $117,983-57.8% | $101,794-51.0% | $142,382-65.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 27.65% | 36.92%-9.3pp | 30.53%-2.9pp | 217.08%-189.4pp |
| Employer contribution / active EE | $3,998 | $2,773+44.2% | $2,289+74.7% | $4,299-7.0% |
| Participant deferral / active EE | $11,423 | $4,714+142.3% | $4,084+179.7% | $6,507+75.5% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |