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 | $59,431 | $70,756-16.0% | $65,493-9.3% | $142,382-58.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.50% | 1754.89%-1737.4pp | 982.45%-964.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $4,750 | $2,881+64.9% | $2,574+84.5% | $4,299+10.5% |
| Participant deferral / active EE | $4,750 | $4,637+2.4% | $3,961+19.9% | $6,507-27.0% |
| Admin fee / account holder | $107 | $6,559-98.4% | $5,028-97.9% | $12,624-99.2% |