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 5-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 | $20,680 | $167,307-87.6% | $143,757-85.6% | $134,475-84.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 124.85% | 0.46%+124.4pp | -0.04%+124.9pp | 417.96%-293.1pp |
| Employer contribution / active EE | $2,657 | $5,619-52.7% | $4,951-46.3% | $4,740-43.9% |
| Participant deferral / active EE | $3,555 | $6,446-44.8% | $5,637-36.9% | $6,400-44.5% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |