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 | $14,993 | $90,348-83.4% | $75,972-80.3% | $145,922-89.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 20.82% | 620.88%-600.1pp | 359.55%-338.7pp | 561.29%-540.5pp |
| Employer contribution / active EE | $2,740 | $3,311-17.2% | $2,685+2.1% | $4,660-41.2% |
| Participant deferral / active EE | $5,005 | $5,162-3.0% | $4,255+17.6% | $6,688-25.2% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |