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 5-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 | $17,768 | $88,751-80.0% | $81,812-78.3% | $145,922-87.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.79% | 1025.40%-1010.6pp | 773.79%-759.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,221 | $3,083-28.0% | $2,912-23.7% | $4,660-52.3% |
| Participant deferral / active EE | $3,571 | $4,643-23.1% | $4,319-17.3% | $6,688-46.6% |
| Admin fee / account holder | $36 | $8,415-99.6% | $7,386-99.5% | $13,397-99.7% |