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 | $17,385 | $96,305-81.9% | $80,569-78.4% | $139,434-87.5% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 334.20% | 1350.08%-1015.9pp | 935.43%-601.2pp | 372.94%-38.7pp |
| Employer contribution / active EE | $1,475 | $3,262-54.8% | $2,723-45.8% | $4,751-69.0% |
| Participant deferral / active EE | $10,028 | $5,232+91.7% | $4,447+125.5% | $6,710+49.4% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |