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 3-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 | $57,860 | $169,032-65.8% | $129,207-55.2% | $145,922-60.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 22.57% | 14330.11%-14307.5pp | 9417.33%-9394.8pp | 561.29%-538.7pp |
| Employer contribution / active EE | $1,800 | $5,537-67.5% | $4,153-56.7% | $4,660-61.4% |
| Participant deferral / active EE | $23,000 | $4,987+361.2% | $4,168+451.9% | $6,688+243.9% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |