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 | $15,266 | $88,751-82.8% | $81,812-81.3% | $145,922-89.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.04% | 1025.40%-1011.4pp | 773.79%-759.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,386 | $3,083-55.0% | $2,912-52.4% | $4,660-70.3% |
| Participant deferral / active EE | $3,598 | $4,643-22.5% | $4,319-16.7% | $6,688-46.2% |
| Admin fee / account holder | $83 | $8,415-99.0% | $7,386-98.9% | $13,397-99.4% |