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 | $7,251 | $149,040-95.1% | $120,225-94.0% | $137,256-94.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 24.63% | 605.68%-581.1pp | 439.23%-414.6pp | 220.34%-195.7pp |
| Employer contribution / active EE | $916 | $4,350-78.9% | $3,475-73.6% | $4,156-78.0% |
| Participant deferral / active EE | $2,513 | $4,655-46.0% | $3,999-37.2% | $6,407-60.8% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |