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 | $32,657 | $210,648-84.5% | $177,989-81.7% | $145,922-77.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.62% | 385.86%-368.2pp | 294.48%-276.9pp | 561.29%-543.7pp |
| Employer contribution / active EE | $960 | $4,565-79.0% | $3,949-75.7% | $4,660-79.4% |
| Participant deferral / active EE | $12,000 | $6,958+72.5% | $6,276+91.2% | $6,688+79.4% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |