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 6-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 | $22,818 | $159,901-85.7% | $146,958-84.5% | $145,922-84.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.37% | 98.13%-84.8pp | 418.34%-405.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,150 | $5,286-78.2% | $4,933-76.7% | $4,660-75.3% |
| Participant deferral / active EE | $3,366 | $8,428-60.1% | $8,070-58.3% | $6,688-49.7% |
| Admin fee / account holder | $182 | $15,044-98.8% | $12,998-98.6% | $13,397-98.6% |