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 3-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 | $8,628 | $72,400-88.1% | $67,502-87.2% | $145,922-94.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 23.78% | 7182.46%-7158.7pp | 3512.12%-3488.3pp | 561.29%-537.5pp |
| Employer contribution / active EE | $2,125 | $3,069-30.8% | $2,731-22.2% | $4,660-54.4% |
| Participant deferral / active EE | $2,916 | $4,783-39.0% | $4,000-27.1% | $6,688-56.4% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |