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 7-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 | $37,954 | $156,846-75.8% | $121,098-68.7% | $139,434-72.8% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 22.88% | 1474.56%-1451.7pp | 985.75%-962.9pp | 372.94%-350.1pp |
| Employer contribution / active EE | $3,541 | $5,536-36.0% | $4,164-15.0% | $4,751-25.5% |
| Participant deferral / active EE | $4,500 | $4,844-7.1% | $4,080+10.3% | $6,710-32.9% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |