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 4-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 | $29,542 | $126,574-76.7% | $106,213-72.2% | $145,922-79.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.16% | 224.79%-210.6pp | 116.14%-102.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,047 | $3,730-18.3% | $3,171-3.9% | $4,660-34.6% |
| Participant deferral / active EE | $4,702 | $5,724-17.8% | $5,016-6.3% | $6,688-29.7% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |