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 | $13,826 | $74,888-81.5% | $71,209-80.6% | $142,382-90.3% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 26.70% | 345.14%-318.4pp | 282.51%-255.8pp | 217.08%-190.4pp |
| Employer contribution / active EE | $1,807 | $2,854-36.7% | $2,721-33.6% | $4,299-58.0% |
| Participant deferral / active EE | $2,040 | $4,454-54.2% | $4,175-51.2% | $6,507-68.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |