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 | $27,824 | $133,922-79.2% | $116,228-76.1% | $142,382-80.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 22.35% | 147.76%-125.4pp | 90.06%-67.7pp | 217.08%-194.7pp |
| Employer contribution / active EE | $2,409 | $3,446-30.1% | $2,994-19.6% | $4,299-44.0% |
| Participant deferral / active EE | $8,872 | $5,672+56.4% | $4,953+79.1% | $6,507+36.3% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |