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 | $27,463 | $133,922-79.5% | $116,228-76.4% | $142,382-80.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 24.23% | 147.76%-123.5pp | 90.06%-65.8pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,759 | $3,446-48.9% | $2,994-41.3% | $4,299-59.1% |
| Participant deferral / active EE | $13,892 | $5,672+144.9% | $4,953+180.5% | $6,507+113.5% |
| Admin fee / account holder | $10 | $14,945-99.9% | $11,989-99.9% | $12,624-99.9% |