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 | $35,222 | $88,751-60.3% | $81,812-56.9% | $145,922-75.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.78% | 1025.40%-1001.6pp | 773.79%-750.0pp | 561.29%-537.5pp |
| Employer contribution / active EE | $4,429 | $3,083+43.6% | $2,912+52.1% | $4,660-5.0% |
| Participant deferral / active EE | $13,384 | $4,643+188.3% | $4,319+209.9% | $6,688+100.1% |
| Admin fee / account holder | $113 | $8,415-98.7% | $7,386-98.5% | $13,397-99.2% |