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 4-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 | $15,042 | $88,751-83.1% | $81,812-81.6% | $145,922-89.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.27% | 1025.40%-1009.1pp | 773.79%-757.5pp | 561.29%-545.0pp |
| Employer contribution / active EE | $3,118 | $3,083+1.1% | $2,912+7.1% | $4,660-33.1% |
| Participant deferral / active EE | $3,814 | $4,643-17.9% | $4,319-11.7% | $6,688-43.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |