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 | $143,295 | $176,662-18.9% | $130,648+9.7% | $152,861-6.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 19.52% | 2692.24%-2672.7pp | 1708.96%-1689.4pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,117 | $5,742-63.1% | $4,092-48.3% | $4,762-55.5% |
| Participant deferral / active EE | $25,132 | $4,361+476.2% | $3,603+597.6% | $5,850+329.6% |
| Admin fee / account holder | $9 | $7,133-99.9% | $5,464-99.8% | $11,596-99.9% |