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 | $25,450 | $159,934-84.1% | $147,005-82.7% | $145,959-82.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.16% | 98.24%-87.1pp | 418.76%-407.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $5,221 | $5,287-1.3% | $4,934+5.8% | $4,661+12.0% |
| Participant deferral / active EE | $4,899 | $8,427-41.9% | $8,070-39.3% | $6,689-26.8% |
| Admin fee / account holder | $14 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |