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 | $18,393 | $74,888-75.4% | $71,209-74.2% | $142,382-87.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 0.00% | 345.14%-345.1pp | 282.51%-282.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $3,023 | $2,854+5.9% | $2,721+11.1% | $4,299-29.7% |
| Participant deferral / active EE | $11,308 | $4,454+153.9% | $4,175+170.8% | $6,507+73.8% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |