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 | $67,823-23.8% | $52,425-1.4% | $137,256-62.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 25.42% | 219.11%-193.7pp | 302.12%-276.7pp | 220.34%-194.9pp |
| Employer contribution / active EE | $11,056 | $1,163+850.6% | $914+1109.3% | $4,156+166.0% |
| Participant deferral / active EE | $16,335 | $2,288+614.0% | $1,790+812.3% | $6,407+155.0% |
| Admin fee / account holder | $88 | $2,844-96.9% | $2,495-96.5% | $12,270-99.3% |