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 | $40,471 | $68,097-40.6% | $62,929-35.7% | $137,256-70.5% |
| Participation rate | 83.3% | 77.4%+5.9pp | 73.1%+10.2pp | 80.0%+3.4pp |
| Annual return | 17.81% | 1859.11%-1841.3pp | 1063.93%-1046.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,635 | $2,811-41.9% | $2,505-34.7% | $4,156-60.7% |
| Participant deferral / active EE | $6,803 | $4,553+49.4% | $3,888+75.0% | $6,407+6.2% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |