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 | $29,646 | $74,888-60.4% | $71,209-58.4% | $142,382-79.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.53% | 345.14%-320.6pp | 282.51%-258.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $2,376 | $2,854-16.7% | $2,721-12.7% | $4,299-44.7% |
| Participant deferral / active EE | $7,220 | $4,454+62.1% | $4,175+72.9% | $6,507+11.0% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |