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 | $19,548 | $99,020-80.3% | $86,590-77.4% | $147,584-86.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.75% | 1312.34%-1290.6pp | 964.84%-943.1pp | 578.55%-556.8pp |
| Employer contribution / active EE | $2,327 | $3,132-25.7% | $2,839-18.1% | $4,876-52.3% |
| Participant deferral / active EE | $3,439 | $3,972-13.4% | $3,609-4.7% | $5,439-36.8% |
| Admin fee / account holder | $42 | $5,710-99.3% | $4,906-99.2% | $10,885-99.6% |