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 8-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 | $19,985 | $106,515-81.2% | $96,683-79.3% | $139,434-85.7% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 25.59% | 38.43%-12.8pp | 35.69%-10.1pp | 372.94%-347.4pp |
| Employer contribution / active EE | $1,544 | $4,103-62.4% | $3,737-58.7% | $4,751-67.5% |
| Participant deferral / active EE | $4,447 | $5,454-18.5% | $4,878-8.8% | $6,710-33.7% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |