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 | $17,731 | $183,519-90.3% | $155,509-88.6% | $145,922-87.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.38% | 61.17%-43.8pp | 64.67%-47.3pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,101 | $5,313-60.5% | $4,672-55.0% | $4,660-54.9% |
| Participant deferral / active EE | $3,235 | $6,462-49.9% | $5,626-42.5% | $6,688-51.6% |
| Admin fee / account holder | $71 | $19,313-99.6% | $15,912-99.6% | $13,397-99.5% |