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 | $16,764 | $158,398-89.4% | $126,539-86.8% | $142,382-88.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 25.26% | 593.76%-568.5pp | 425.95%-400.7pp | 217.08%-191.8pp |
| Employer contribution / active EE | $2,320 | $4,650-50.1% | $3,674-36.9% | $4,299-46.0% |
| Participant deferral / active EE | $3,177 | $4,767-33.4% | $4,083-22.2% | $6,507-51.2% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |