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 | $42,238 | $108,642-61.1% | $74,701-43.5% | $152,861-72.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 22.39% | 114.06%-91.7pp | 752.92%-730.5pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,693 | $1,503+12.6% | $1,084+56.2% | $4,762-64.5% |
| Participant deferral / active EE | $3,716 | $2,712+37.0% | $1,964+89.3% | $5,850-36.5% |
| Admin fee / account holder | $5 | $4,902-99.9% | $3,333-99.9% | $11,596-100.0% |