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 9-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 | $25,325 | $100,773-74.9% | $88,946-71.5% | $142,382-82.2% |
| Participation rate | 76.5% | 74.3%+2.2pp | 68.8%+7.6pp | 80.1%-3.6pp |
| Annual return | 17.28% | 70.18%-52.9pp | 57.82%-40.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,850 | $5,230-26.4% | $4,581-16.0% | $6,507-40.8% |
| Admin fee / account holder | $234 | $9,693-97.6% | $8,261-97.2% | $12,624-98.2% |