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 5-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 | $50,904 | $76,785-33.7% | $56,441-9.8% | $145,959-65.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.57% | 3000.51%-2987.9pp | 1704.21%-1691.6pp | 561.95%-549.4pp |
| Employer contribution / active EE | $1,309 | $1,381-5.2% | $1,039+25.9% | $4,661-71.9% |
| Participant deferral / active EE | $8,683 | $2,624+230.9% | $1,953+344.6% | $6,689+29.8% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |