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 | $9,631 | $158,398-93.9% | $126,539-92.4% | $142,382-93.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 24.45% | 593.76%-569.3pp | 425.95%-401.5pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,555 | $4,650-66.6% | $3,674-57.7% | $4,299-63.8% |
| Participant deferral / active EE | $2,517 | $4,767-47.2% | $4,083-38.4% | $6,507-61.3% |
| Admin fee / account holder | $70 | $6,918-99.0% | $6,065-98.9% | $12,624-99.4% |