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 | $28,027 | $102,382-72.6% | $147,005-80.9% | $80,874-65.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.27% | 134.89%-119.6pp | 418.76%-403.5pp | 35.62%-20.3pp |
| Employer contribution / active EE | $4,712 | $3,715+26.8% | $4,934-4.5% | $2,756+71.0% |
| Participant deferral / active EE | $5,388 | $6,646-18.9% | $8,070-33.2% | $4,297+25.4% |
| Admin fee / account holder | $81 | $7,942-99.0% | $13,006-99.4% | $6,935-98.8% |