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 | $30,953 | $158,398-80.5% | $126,539-75.5% | $142,382-78.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.26% | 593.76%-571.5pp | 425.95%-403.7pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,562 | $4,650-66.4% | $3,674-57.5% | $4,299-63.7% |
| Participant deferral / active EE | $5,692 | $4,767+19.4% | $4,083+39.4% | $6,507-12.5% |
| Admin fee / account holder | $113 | $6,918-98.4% | $6,065-98.1% | $12,624-99.1% |