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 | $51,674 | $70,606-26.8% | $53,898-4.1% | $142,382-63.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 25.42% | 619.81%-594.4pp | 528.60%-503.2pp | 217.08%-191.7pp |
| Employer contribution / active EE | $11,056 | $1,202+819.7% | $932+1086.1% | $4,299+157.2% |
| Participant deferral / active EE | $16,335 | $2,364+591.0% | $1,826+794.5% | $6,507+151.0% |
| Admin fee / account holder | $88 | $2,852-96.9% | $2,491-96.5% | $12,624-99.3% |