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 | $25,310 | $158,398-84.0% | $126,539-80.0% | $142,382-82.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 23.71% | 593.76%-570.0pp | 425.95%-402.2pp | 217.08%-193.4pp |
| Employer contribution / active EE | $2,000 | $4,650-57.0% | $3,674-45.6% | $4,299-53.5% |
| Participant deferral / active EE | $2,000 | $4,767-58.0% | $4,083-51.0% | $6,507-69.3% |
| Admin fee / account holder | $94 | $6,918-98.6% | $6,065-98.5% | $12,624-99.3% |