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 | $52,225 | $159,602-67.3% | $150,045-65.2% | $142,382-63.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 99.67% | 70.24%+29.4pp | 62.55%+37.1pp | 217.08%-117.4pp |
| Employer contribution / active EE | $7,991 | $4,961+61.1% | $4,693+70.3% | $4,299+85.9% |
| Participant deferral / active EE | $14,078 | $8,310+69.4% | $7,997+76.0% | $6,507+116.3% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |