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 | $61,980 | $102,317-39.4% | $146,958-57.8% | $80,856-23.3% |
| Participation rate | 81.1% | 75.8%+5.2pp | 82.2%-1.1pp | 67.6%+13.4pp |
| Annual return | 34.77% | 134.76%-100.0pp | 418.34%-383.6pp | 35.59%-0.8pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $14,826 | $6,644+123.2% | $8,070+83.7% | $4,296+245.1% |
| Admin fee / account holder | $82 | $7,941-99.0% | $12,998-99.4% | $6,918-98.8% |