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 | $11,115 | $70,756-84.3% | $65,493-83.0% | $142,382-92.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 22.44% | 1754.89%-1732.5pp | 982.45%-960.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,692 | $2,881-41.3% | $2,574-34.3% | $4,299-60.6% |
| Participant deferral / active EE | $2,067 | $4,637-55.4% | $3,961-47.8% | $6,507-68.2% |
| Admin fee / account holder | $84 | $6,559-98.7% | $5,028-98.3% | $12,624-99.3% |