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 | $74,888-82.6% | $71,209-81.7% | $142,382-90.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 29.04% | 345.14%-316.1pp | 282.51%-253.5pp | 217.08%-188.0pp |
| Employer contribution / active EE | $2,232 | $2,854-21.8% | $2,721-18.0% | $4,299-48.1% |
| Participant deferral / active EE | $3,946 | $4,454-11.4% | $4,175-5.5% | $6,507-39.4% |
| Admin fee / account holder | $1 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |