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 | $17,270 | $183,519-90.6% | $155,509-88.9% | $145,922-88.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.44% | 61.17%-42.7pp | 64.67%-46.2pp | 561.29%-542.8pp |
| Employer contribution / active EE | $2,492 | $5,313-53.1% | $4,672-46.7% | $4,660-46.5% |
| Participant deferral / active EE | $3,212 | $6,462-50.3% | $5,626-42.9% | $6,688-52.0% |
| Admin fee / account holder | $95 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |