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 | $15,445 | $111,724-86.2% | $93,606-83.5% | $145,922-89.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.05% | 202.98%-193.9pp | 133.20%-124.1pp | 561.29%-552.2pp |
| Employer contribution / active EE | $3,492 | $3,090+13.0% | $2,420+44.3% | $4,660-25.1% |
| Participant deferral / active EE | $4,143 | $4,912-15.6% | $4,411-6.1% | $6,688-38.0% |
| Admin fee / account holder | $143 | $10,250-98.6% | $8,285-98.3% | $13,397-98.9% |