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 | $18,941 | $76,738-75.3% | $56,411-66.4% | $145,922-87.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.76% | 2994.23%-2980.5pp | 1701.33%-1687.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $4,630 | $1,380+235.5% | $1,039+345.7% | $4,660-0.6% |
| Participant deferral / active EE | $10,838 | $2,623+313.3% | $1,952+455.3% | $6,688+62.1% |
| Admin fee / account holder | $201 | $3,334-94.0% | $2,829-92.9% | $13,397-98.5% |