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 | $13,005 | $72,071-82.0% | $68,368-81.0% | $137,256-90.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 29.04% | 353.14%-324.1pp | 292.57%-263.5pp | 220.34%-191.3pp |
| Employer contribution / active EE | $2,232 | $2,788-20.0% | $2,649-15.8% | $4,156-46.3% |
| Participant deferral / active EE | $3,946 | $4,410-10.5% | $4,123-4.3% | $6,407-38.4% |
| Admin fee / account holder | $1 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |