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 4-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 | $52,239 | $99,877-47.7% | $84,966-38.5% | $145,922-64.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.47% | 83.76%-74.3pp | 66.38%-56.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $4,014 | $3,231+24.2% | $2,727+47.2% | $4,660-13.9% |
| Participant deferral / active EE | $8,347 | $5,291+57.8% | $4,519+84.7% | $6,688+24.8% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |