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 | $38,125 | $102,604-62.8% | $86,188-55.8% | $139,434-72.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 19.38% | 1922.51%-1903.1pp | 1168.45%-1149.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,552 | $3,032-48.8% | $2,380-34.8% | $4,751-67.3% |
| Participant deferral / active EE | $9,488 | $4,676+102.9% | $3,985+138.1% | $6,710+41.4% |
| Admin fee / account holder | $27 | $8,657-99.7% | $6,852-99.6% | $11,403-99.8% |