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 6-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 | $24,985 | $99,079-74.8% | $77,999-68.0% | $273,961-90.9% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.5%-4.1pp | 83.0%-11.6pp |
| Annual return | 11.91% | 217.93%-206.0pp | 425.96%-414.1pp | 41.45%-29.5pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,220 | $4,306+44.4% | $3,497+77.9% | $5,287+17.6% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |