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 | $36,052 | $90,397-60.1% | $76,002-52.6% | $145,959-75.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.28% | 621.97%-609.7pp | 360.07%-347.8pp | 561.95%-549.7pp |
| Employer contribution / active EE | $10,907 | $3,317+228.8% | $2,688+305.7% | $4,661+134.0% |
| Participant deferral / active EE | $3,642 | $5,163-29.5% | $4,257-14.4% | $6,689-45.5% |
| Admin fee / account holder | $17 | $8,369-99.8% | $6,414-99.7% | $13,398-99.9% |