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 | $37,593 | $104,486-64.0% | $76,817-51.1% | $152,861-75.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 23.26% | 1013.37%-990.1pp | 1166.11%-1142.8pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,826 | $3,116-41.4% | $2,302-20.7% | $4,762-61.7% |
| Participant deferral / active EE | $8,949 | $4,236+111.3% | $3,336+168.3% | $5,850+53.0% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |