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 | $20,922 | $72,071-71.0% | $68,368-69.4% | $137,256-84.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 26.67% | 353.14%-326.5pp | 292.57%-265.9pp | 220.34%-193.7pp |
| Employer contribution / active EE | $4,208 | $2,788+50.9% | $2,649+58.9% | $4,156+1.3% |
| Participant deferral / active EE | $9,654 | $4,410+118.9% | $4,123+134.2% | $6,407+50.7% |
| Admin fee / account holder | $6 | $5,336-99.9% | $5,150-99.9% | $12,270-100.0% |