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 | $8,564 | $76,738-88.8% | $56,411-84.8% | $145,922-94.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 24.75% | 2994.23%-2969.5pp | 1701.33%-1676.6pp | 561.29%-536.5pp |
| Employer contribution / active EE | $2,461 | $1,380+78.3% | $1,039+136.9% | $4,660-47.2% |
| Participant deferral / active EE | $3,995 | $2,623+52.3% | $1,952+104.7% | $6,688-40.3% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |