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 | $72,645 | $95,266-23.7% | $82,389-11.8% | $142,382-49.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 23.22% | 25.74%-2.5pp | 28.67%-5.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $12,500 | $2,991+317.9% | $2,517+396.6% | $4,299+190.8% |
| Participant deferral / active EE | $12,212 | $4,809+153.9% | $4,155+193.9% | $6,507+87.7% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |