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 | $18,143 | $158,398-88.5% | $126,539-85.7% | $142,382-87.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.91% | 593.76%-575.8pp | 425.95%-408.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,706 | $4,650-20.3% | $3,674+0.9% | $4,299-13.8% |
| Participant deferral / active EE | $1,972 | $4,767-58.6% | $4,083-51.7% | $6,507-69.7% |
| Admin fee / account holder | $104 | $6,918-98.5% | $6,065-98.3% | $12,624-99.2% |