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 | $12,359 | $74,888-83.5% | $71,209-82.6% | $142,382-91.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 28.02% | 345.14%-317.1pp | 282.51%-254.5pp | 217.08%-189.1pp |
| Employer contribution / active EE | $3,044 | $2,854+6.6% | $2,721+11.9% | $4,299-29.2% |
| Participant deferral / active EE | $5,083 | $4,454+14.1% | $4,175+21.7% | $6,507-21.9% |
| Admin fee / account holder | $10 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |