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 10-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 | $115,967 | $81,625+42.1% | $58,482+98.3% | $139,434-16.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 18.28% | 7404.20%-7385.9pp | 4239.32%-4221.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,028 | $1,398-26.5% | $1,053-2.4% | $4,751-78.4% |
| Participant deferral / active EE | $4,836 | $2,557+89.2% | $1,924+151.4% | $6,710-27.9% |
| Admin fee / account holder | $8 | $3,265-99.7% | $2,516-99.7% | $11,403-99.9% |