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 3-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 | $24,568 | $88,751-72.3% | $81,812-70.0% | $145,922-83.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.77% | 1025.40%-1002.6pp | 773.79%-751.0pp | 561.29%-538.5pp |
| Employer contribution / active EE | $7,000 | $3,083+127.0% | $2,912+140.4% | $4,660+50.2% |
| Participant deferral / active EE | $7,000 | $4,643+50.8% | $4,319+62.1% | $6,688+4.7% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |