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 | $42,888 | $123,909-65.4% | $69,647-38.4% | $145,922-70.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 7.82% | 190.55%-182.7pp | 100.48%-92.7pp | 561.29%-553.5pp |
| Employer contribution / active EE | $9,897 | $2,682+269.1% | $1,712+477.9% | $4,660+112.4% |
| Participant deferral / active EE | $5,083 | $4,236+20.0% | $2,886+76.1% | $6,688-24.0% |
| Admin fee / account holder | $0 | $7,863-100.0% | $4,713-100.0% | $13,397-100.0% |