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 | $12,343 | $81,625-84.9% | $58,482-78.9% | $139,434-91.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 68.04% | 7404.20%-7336.2pp | 4239.32%-4171.3pp | 372.94%-304.9pp |
| Employer contribution / active EE | $1,127 | $1,398-19.4% | $1,053+7.0% | $4,751-76.3% |
| Participant deferral / active EE | $6,455 | $2,557+152.5% | $1,924+235.5% | $6,710-3.8% |
| Admin fee / account holder | $95 | $3,265-97.1% | $2,516-96.2% | $11,403-99.2% |