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 | $17,849 | $202,432-91.2% | $169,368-89.5% | $139,434-87.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 31.96% | 531.74%-499.8pp | 405.60%-373.6pp | 372.94%-341.0pp |
| Employer contribution / active EE | $2,700 | $4,692-42.5% | $4,013-32.7% | $4,751-43.2% |
| Participant deferral / active EE | $2,700 | $6,938-61.1% | $6,221-56.6% | $6,710-59.8% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |