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 | $44,999 | $210,648-78.6% | $177,989-74.7% | $145,922-69.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.44% | 385.86%-366.4pp | 294.48%-275.0pp | 561.29%-541.8pp |
| Employer contribution / active EE | $4,675 | $4,565+2.4% | $3,949+18.4% | $4,660+0.3% |
| Participant deferral / active EE | $19,114 | $6,958+174.7% | $6,276+204.6% | $6,688+185.8% |
| Admin fee / account holder | $7 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |