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 | $27,275 | $102,317-73.3% | $146,958-81.4% | $80,856-66.3% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.2%+8.2pp | 67.6%+22.7pp |
| Annual return | 34.17% | 134.76%-100.6pp | 418.34%-384.2pp | 35.59%-1.4pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $13,555 | $6,644+104.0% | $8,070+68.0% | $4,296+215.5% |
| Admin fee / account holder | $256 | $7,941-96.8% | $12,998-98.0% | $6,918-96.3% |