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 | $21,043 | $158,398-86.7% | $126,539-83.4% | $142,382-85.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 29.60% | 593.76%-564.2pp | 425.95%-396.3pp | 217.08%-187.5pp |
| Employer contribution / active EE | $3,135 | $4,650-32.6% | $3,674-14.7% | $4,299-27.1% |
| Participant deferral / active EE | $4,598 | $4,767-3.5% | $4,083+12.6% | $6,507-29.3% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |