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 | $26,940 | $70,606-61.8% | $53,898-50.0% | $142,382-81.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 23.01% | 619.81%-596.8pp | 528.60%-505.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,193 | $1,202-0.8% | $932+28.0% | $4,299-72.3% |
| Participant deferral / active EE | $3,975 | $2,364+68.2% | $1,826+117.7% | $6,507-38.9% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |