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 | $17,399 | $74,888-76.8% | $71,209-75.6% | $142,382-87.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 424.86% | 345.14%+79.7pp | 282.51%+142.3pp | 217.08%+207.8pp |
| Employer contribution / active EE | $482 | $2,854-83.1% | $2,721-82.3% | $4,299-88.8% |
| Participant deferral / active EE | $1,463 | $4,454-67.2% | $4,175-65.0% | $6,507-77.5% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |