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 | $17,167 | $83,337-79.4% | $67,834-74.7% | $273,961-93.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 4.58% | 259.45%-254.9pp | 138.47%-133.9pp | 41.45%-36.9pp |
| Employer contribution / active EE | $2,320 | $3,287-29.4% | $2,403-3.5% | $4,869-52.3% |
| Participant deferral / active EE | $2,328 | $4,088-43.1% | $3,160-26.3% | $5,287-56.0% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |