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 | $22,165 | $108,919-79.7% | $100,391-77.9% | $145,922-84.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.98% | 57.88%-41.9pp | 49.20%-33.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,965 | $4,419-32.9% | $3,942-24.8% | $4,660-36.4% |
| Participant deferral / active EE | $6,453 | $8,445-23.6% | $8,082-20.1% | $6,688-3.5% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |