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 | $34,647 | $70,606-50.9% | $53,898-35.7% | $142,382-75.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 21.26% | 619.81%-598.6pp | 528.60%-507.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,254 | $1,202+87.5% | $932+141.8% | $4,299-47.6% |
| Participant deferral / active EE | $5,072 | $2,364+114.6% | $1,826+177.7% | $6,507-22.0% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |