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 | $70,658 | $74,888-5.6% | $71,209-0.8% | $142,382-50.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.66% | 345.14%-320.5pp | 282.51%-257.9pp | 217.08%-192.4pp |
| Employer contribution / active EE | $9,805 | $2,854+243.5% | $2,721+260.4% | $4,299+128.1% |
| Participant deferral / active EE | $10,674 | $4,454+139.6% | $4,175+155.7% | $6,507+64.0% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |