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 | $69,725 | $74,888-6.9% | $71,209-2.1% | $142,382-51.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 38.16% | 345.14%-307.0pp | 282.51%-244.4pp | 217.08%-178.9pp |
| Employer contribution / active EE | $3,881 | $2,854+36.0% | $2,721+42.6% | $4,299-9.7% |
| Participant deferral / active EE | $17,748 | $4,454+298.4% | $4,175+325.1% | $6,507+172.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |