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 | $24,082 | $72,400-66.7% | $67,502-64.3% | $145,922-83.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.22% | 7182.46%-7169.2pp | 3512.12%-3498.9pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,205 | $3,069+4.4% | $2,731+17.4% | $4,660-31.2% |
| Participant deferral / active EE | $7,492 | $4,783+56.6% | $4,000+87.3% | $6,688+12.0% |
| Admin fee / account holder | $127 | $5,539-97.7% | $3,998-96.8% | $13,397-99.1% |