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 10-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 | $30,836 | $108,642-71.6% | $74,701-58.7% | $152,861-79.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 21.92% | 114.06%-92.1pp | 752.92%-731.0pp | 345.32%-323.4pp |
| Employer contribution / active EE | $5,757 | $1,503+283.1% | $1,084+431.3% | $4,762+20.9% |
| Participant deferral / active EE | $8,800 | $2,712+224.5% | $1,964+348.2% | $5,850+50.4% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |