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 | $158,398-95.4% | $126,539-94.3% | $142,382-94.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 24.63% | 593.76%-569.1pp | 425.95%-401.3pp | 217.08%-192.4pp |
| Employer contribution / active EE | $916 | $4,650-80.3% | $3,674-75.1% | $4,299-78.7% |
| Participant deferral / active EE | $2,513 | $4,767-47.3% | $4,083-38.4% | $6,507-61.4% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |