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 | $15,260 | $70,756-78.4% | $65,493-76.7% | $142,382-89.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 22.86% | 1754.89%-1732.0pp | 982.45%-959.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $2,758 | $2,881-4.3% | $2,574+7.1% | $4,299-35.8% |
| Participant deferral / active EE | $3,926 | $4,637-15.3% | $3,961-0.9% | $6,507-39.7% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |