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 | $24,186 | $159,901-84.9% | $146,958-83.5% | $145,922-83.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.54% | 98.13%-77.6pp | 418.34%-397.8pp | 561.29%-540.7pp |
| Employer contribution / active EE | $4,588 | $5,286-13.2% | $4,933-7.0% | $4,660-1.5% |
| Participant deferral / active EE | $6,027 | $8,428-28.5% | $8,070-25.3% | $6,688-9.9% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |