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 | $12,703 | $70,756-82.0% | $65,493-80.6% | $142,382-91.1% |
| Participation rate | 88.9% | 77.4%+11.5pp | 73.1%+15.8pp | 80.1%+8.8pp |
| Annual return | 29.90% | 1754.89%-1725.0pp | 982.45%-952.5pp | 217.08%-187.2pp |
| Employer contribution / active EE | $2,291 | $2,881-20.5% | $2,574-11.0% | $4,299-46.7% |
| Participant deferral / active EE | $2,419 | $4,637-47.8% | $3,961-38.9% | $6,507-62.8% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |