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 | $12,444 | $88,751-86.0% | $81,812-84.8% | $145,922-91.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.19% | 1025.40%-1007.2pp | 773.79%-755.6pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,858 | $3,083-39.7% | $2,912-36.2% | $4,660-60.1% |
| Participant deferral / active EE | $3,165 | $4,643-31.8% | $4,319-26.7% | $6,688-52.7% |
| Admin fee / account holder | $44 | $8,415-99.5% | $7,386-99.4% | $13,397-99.7% |