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 | $15,034 | $96,305-84.4% | $80,569-81.3% | $139,434-89.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.53% | 1350.08%-1328.6pp | 935.43%-913.9pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,556 | $3,262-52.3% | $2,723-42.9% | $4,751-67.3% |
| Participant deferral / active EE | $4,995 | $5,232-4.5% | $4,447+12.3% | $6,710-25.6% |
| Admin fee / account holder | $48 | $6,599-99.3% | $5,377-99.1% | $11,403-99.6% |