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 | $25,714 | $108,919-76.4% | $100,391-74.4% | $145,922-82.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.53% | 57.88%-43.4pp | 49.20%-34.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $7,720 | $4,419+74.7% | $3,942+95.9% | $4,660+65.7% |
| Participant deferral / active EE | $19,850 | $8,445+135.1% | $8,082+145.6% | $6,688+196.8% |
| Admin fee / account holder | $126 | $9,689-98.7% | $7,899-98.4% | $13,397-99.1% |