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 5-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 | $11,398 | $158,398-92.8% | $126,539-91.0% | $142,382-92.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 25.92% | 593.76%-567.8pp | 425.95%-400.0pp | 217.08%-191.2pp |
| Employer contribution / active EE | $2,966 | $4,650-36.2% | $3,674-19.3% | $4,299-31.0% |
| Participant deferral / active EE | $680 | $4,767-85.7% | $4,083-83.3% | $6,507-89.5% |
| Admin fee / account holder | $41 | $6,918-99.4% | $6,065-99.3% | $12,624-99.7% |