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 | $12,890 | $111,724-88.5% | $93,606-86.2% | $145,922-91.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.07% | 202.98%-183.9pp | 133.20%-114.1pp | 561.29%-542.2pp |
| Employer contribution / active EE | $2,777 | $3,090-10.1% | $2,420+14.8% | $4,660-40.4% |
| Participant deferral / active EE | $3,471 | $4,912-29.3% | $4,411-21.3% | $6,688-48.1% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |