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 | $34,332 | $70,606-51.4% | $53,898-36.3% | $142,382-75.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.74% | 619.81%-599.1pp | 528.60%-507.9pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,983 | $1,202+64.9% | $932+112.7% | $4,299-53.9% |
| Participant deferral / active EE | $8,903 | $2,364+276.6% | $1,826+387.5% | $6,507+36.8% |
| Admin fee / account holder | $104 | $2,852-96.4% | $2,491-95.8% | $12,624-99.2% |