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 | $13,859 | $72,071-80.8% | $68,368-79.7% | $137,256-89.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 24.93% | 353.14%-328.2pp | 292.57%-267.6pp | 220.34%-195.4pp |
| Employer contribution / active EE | $1,692 | $2,788-39.3% | $2,649-36.1% | $4,156-59.3% |
| Participant deferral / active EE | $2,990 | $4,410-32.2% | $4,123-27.5% | $6,407-53.3% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |