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 | $26,236 | $108,642-75.9% | $74,701-64.9% | $152,861-82.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 27.35% | 114.06%-86.7pp | 752.92%-725.6pp | 345.32%-318.0pp |
| Employer contribution / active EE | $1,988 | $1,503+32.3% | $1,084+83.4% | $4,762-58.3% |
| Participant deferral / active EE | $6,849 | $2,712+152.5% | $1,964+248.8% | $5,850+17.1% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |