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 8-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 | $25,234 | $107,934-76.6% | $91,989-72.6% | $152,861-83.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 34.67% | 89.24%-54.6pp | 69.02%-34.4pp | 345.32%-310.6pp |
| Employer contribution / active EE | $4,206 | $4,210-0.1% | $3,452+21.8% | $4,762-11.7% |
| Participant deferral / active EE | $25,072 | $6,364+294.0% | $5,923+323.3% | $5,850+328.6% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |