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 | $29,265 | $117,841-75.2% | $102,423-71.4% | $145,922-79.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.36% | 31.65%-17.3pp | 29.32%-15.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,236 | $3,615-38.2% | $3,023-26.1% | $4,660-52.0% |
| Participant deferral / active EE | $9,833 | $5,731+71.6% | $5,053+94.6% | $6,688+47.0% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |