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 4-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 | $19,108 | $175,202-89.1% | $149,673-87.2% | $139,434-86.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.27% | 166.71%-142.4pp | 134.42%-110.1pp | 372.94%-348.7pp |
| Employer contribution / active EE | $2,329 | $5,474-57.5% | $4,818-51.7% | $4,751-51.0% |
| Participant deferral / active EE | $5,208 | $6,519-20.1% | $5,680-8.3% | $6,710-22.4% |
| Admin fee / account holder | $101 | $16,150-99.4% | $13,210-99.2% | $11,403-99.1% |