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 | $14,855 | $96,635-84.6% | $86,612-82.8% | $139,434-89.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 26.53% | 106.41%-79.9pp | 591.07%-564.5pp | 372.94%-346.4pp |
| Employer contribution / active EE | $4,666 | $3,263+43.0% | $3,022+54.4% | $4,751-1.8% |
| Participant deferral / active EE | $3,553 | $4,836-26.5% | $4,438-19.9% | $6,710-47.1% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |