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 10-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 | $19,449 | $105,998-81.7% | $92,233-78.9% | $147,584-86.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.73% | 50.05%-30.3pp | 176.28%-156.5pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,446 | $4,333-43.6% | $3,679-33.5% | $4,876-49.8% |
| Participant deferral / active EE | $7,930 | $4,478+77.1% | $3,897+103.5% | $5,439+45.8% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |