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 7-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 | $55,700 | $133,922-58.4% | $116,228-52.1% | $142,382-60.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.26% | 147.76%-129.5pp | 90.06%-71.8pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,413 | $3,446-30.0% | $2,994-19.4% | $4,299-43.9% |
| Participant deferral / active EE | $5,378 | $5,672-5.2% | $4,953+8.6% | $6,507-17.4% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |