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 | $11,425 | $88,751-87.1% | $81,812-86.0% | $145,922-92.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.60% | 1025.40%-1001.8pp | 773.79%-750.2pp | 561.29%-537.7pp |
| Employer contribution / active EE | $3,331 | $3,083+8.0% | $2,912+14.4% | $4,660-28.5% |
| Participant deferral / active EE | $4,091 | $4,643-11.9% | $4,319-5.3% | $6,688-38.8% |
| Admin fee / account holder | $33 | $8,415-99.6% | $7,386-99.6% | $13,397-99.8% |