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 | $67,741 | $81,625-17.0% | $58,482+15.8% | $139,434-51.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 17.36% | 7404.20%-7386.8pp | 4239.32%-4222.0pp | 372.94%-355.6pp |
| Employer contribution / active EE | $4,766 | $1,398+240.9% | $1,053+352.5% | $4,751+0.3% |
| Participant deferral / active EE | $6,194 | $2,557+142.3% | $1,924+222.0% | $6,710-7.7% |
| Admin fee / account holder | $42 | $3,265-98.7% | $2,516-98.3% | $11,403-99.6% |