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 | $11,595 | $115,708-90.0% | $65,255-82.2% | $139,434-91.7% |
| Participation rate | 85.7% | 67.8%+17.9pp | 65.0%+20.8pp | 80.3%+5.4pp |
| Annual return | 211.84% | 31.19%+180.6pp | 47.35%+164.5pp | 372.94%-161.1pp |
| Employer contribution / active EE | $0 | $2,599-100.0% | $1,691-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,693 | $4,240-12.9% | $2,831+30.4% | $6,710-45.0% |
| Admin fee / account holder | $21 | $6,698-99.7% | $4,112-99.5% | $11,403-99.8% |