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 | $16,407 | $70,606-76.8% | $53,898-69.6% | $142,382-88.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.81% | 619.81%-600.0pp | 528.60%-508.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,320 | $1,202+9.8% | $932+41.6% | $4,299-69.3% |
| Participant deferral / active EE | $3,000 | $2,364+26.9% | $1,826+64.3% | $6,507-53.9% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |