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 | $51,147 | $209,336-75.6% | $197,124-74.1% | $137,256-62.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 35.27% | 48.09%-12.8pp | 44.34%-9.1pp | 220.34%-185.1pp |
| Employer contribution / active EE | $2,363 | $6,591-64.1% | $6,227-62.1% | $4,156-43.1% |
| Participant deferral / active EE | $12,502 | $9,614+30.0% | $9,135+36.9% | $6,407+95.1% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |