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 | $36,095 | $102,604-64.8% | $86,188-58.1% | $139,434-74.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 21.55% | 1922.51%-1901.0pp | 1168.45%-1146.9pp | 372.94%-351.4pp |
| Employer contribution / active EE | $7,093 | $3,032+133.9% | $2,380+198.0% | $4,751+49.3% |
| Participant deferral / active EE | $8,245 | $4,676+76.3% | $3,985+106.9% | $6,710+22.9% |
| Admin fee / account holder | $199 | $8,657-97.7% | $6,852-97.1% | $11,403-98.3% |