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 | $24,476 | $90,348-72.9% | $75,972-67.8% | $145,922-83.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 19.90% | 620.88%-601.0pp | 359.55%-339.6pp | 561.29%-541.4pp |
| Employer contribution / active EE | $2,446 | $3,311-26.1% | $2,685-8.9% | $4,660-47.5% |
| Participant deferral / active EE | $9,494 | $5,162+83.9% | $4,255+123.1% | $6,688+42.0% |
| Admin fee / account holder | $18 | $8,467-99.8% | $6,467-99.7% | $13,397-99.9% |