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 | $10,892 | $96,305-88.7% | $80,569-86.5% | $139,434-92.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 28.88% | 1350.08%-1321.2pp | 935.43%-906.6pp | 372.94%-344.1pp |
| Employer contribution / active EE | $1,704 | $3,262-47.8% | $2,723-37.4% | $4,751-64.1% |
| Participant deferral / active EE | $2,855 | $5,232-45.4% | $4,447-35.8% | $6,710-57.5% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |