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 | $44,648 | $96,305-53.6% | $80,569-44.6% | $139,434-68.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.71% | 1350.08%-1332.4pp | 935.43%-917.7pp | 372.94%-355.2pp |
| Employer contribution / active EE | $4,262 | $3,262+30.6% | $2,723+56.5% | $4,751-10.3% |
| Participant deferral / active EE | $20,435 | $5,232+290.6% | $4,447+359.5% | $6,710+204.5% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |