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 10-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 | $32,535 | $108,642-70.1% | $74,701-56.4% | $152,861-78.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 18.43% | 114.06%-95.6pp | 752.92%-734.5pp | 345.32%-326.9pp |
| Employer contribution / active EE | $1,356 | $1,503-9.8% | $1,084+25.1% | $4,762-71.5% |
| Participant deferral / active EE | $3,786 | $2,712+39.6% | $1,964+92.8% | $5,850-35.3% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |