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 | $73,994 | $88,751-16.6% | $81,812-9.6% | $145,922-49.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 30.25% | 1025.40%-995.1pp | 773.79%-743.5pp | 561.29%-531.0pp |
| Employer contribution / active EE | $1,991 | $3,083-35.4% | $2,912-31.6% | $4,660-57.3% |
| Participant deferral / active EE | $18,152 | $4,643+290.9% | $4,319+320.3% | $6,688+171.4% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |