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 5-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 | $16,763 | $105,860-84.2% | $90,749-81.5% | $134,475-87.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 144.00% | -11.01%+155.0pp | -12.16%+156.2pp | 417.96%-274.0pp |
| Employer contribution / active EE | $3,717 | $3,462+7.3% | $2,921+27.2% | $4,740-21.6% |
| Participant deferral / active EE | $9,656 | $5,216+85.1% | $4,564+111.6% | $6,400+50.9% |
| Admin fee / account holder | $69 | $13,938-99.5% | $8,445-99.2% | $11,426-99.4% |