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 | $19,216 | $72,071-73.3% | $68,368-71.9% | $137,256-86.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 21.90% | 353.14%-331.2pp | 292.57%-270.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $954 | $2,788-65.8% | $2,649-64.0% | $4,156-77.0% |
| Participant deferral / active EE | $1,327 | $4,410-69.9% | $4,123-67.8% | $6,407-79.3% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |