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 | $19,267 | $124,281-84.5% | $109,143-82.3% | $167,490-88.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.10% | 26.04%-11.9pp | 25.75%-11.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $5,502 | $4,207+30.8% | $3,722+47.8% | $4,837+13.7% |
| Participant deferral / active EE | $3,333 | $5,255-36.6% | $4,653-28.4% | $6,341-47.4% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |