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 5-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 | $39,374 | $88,751-55.6% | $81,812-51.9% | $145,922-73.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.61% | 1025.40%-999.8pp | 773.79%-748.2pp | 561.29%-535.7pp |
| Employer contribution / active EE | $10,422 | $3,083+238.0% | $2,912+257.9% | $4,660+123.7% |
| Participant deferral / active EE | $6,911 | $4,643+48.8% | $4,319+60.0% | $6,688+3.3% |
| Admin fee / account holder | $236 | $8,415-97.2% | $7,386-96.8% | $13,397-98.2% |