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 | $40,187 | $74,888-46.3% | $71,209-43.6% | $142,382-71.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 25.50% | 345.14%-319.6pp | 282.51%-257.0pp | 217.08%-191.6pp |
| Employer contribution / active EE | $3,378 | $2,854+18.3% | $2,721+24.1% | $4,299-21.4% |
| Participant deferral / active EE | $17,470 | $4,454+292.2% | $4,175+318.4% | $6,507+168.5% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |