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 | $10,577 | $111,535-90.5% | $105,223-89.9% | $137,256-92.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 39.94% | 237.85%-197.9pp | 180.65%-140.7pp | 220.34%-180.4pp |
| Employer contribution / active EE | $2,081 | $3,939-47.2% | $3,689-43.6% | $4,156-49.9% |
| Participant deferral / active EE | $3,813 | $5,500-30.7% | $5,072-24.8% | $6,407-40.5% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |