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 | $20,249 | $90,348-77.6% | $75,972-73.3% | $145,922-86.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 22.13% | 620.88%-598.7pp | 359.55%-337.4pp | 561.29%-539.2pp |
| Employer contribution / active EE | $3,247 | $3,311-1.9% | $2,685+20.9% | $4,660-30.3% |
| Participant deferral / active EE | $8,117 | $5,162+57.3% | $4,255+90.7% | $6,688+21.4% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |