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 4-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 | $21,180 | $159,934-86.8% | $147,005-85.6% | $145,959-85.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.55% | 98.24%-77.7pp | 418.76%-398.2pp | 561.95%-541.4pp |
| Employer contribution / active EE | $2,411 | $5,287-54.4% | $4,934-51.1% | $4,661-48.3% |
| Participant deferral / active EE | $6,647 | $8,427-21.1% | $8,070-17.6% | $6,689-0.6% |
| Admin fee / account holder | $79 | $15,053-99.5% | $13,006-99.4% | $13,398-99.4% |