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 5-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 | $15,803 | $69,207-77.2% | $64,056-75.3% | $139,434-88.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.03% | 45.88%-20.9pp | 33.69%-8.7pp | 372.94%-347.9pp |
| Employer contribution / active EE | $2,630 | $3,182-17.4% | $2,747-4.3% | $4,751-44.6% |
| Participant deferral / active EE | $3,845 | $4,682-17.9% | $3,880-0.9% | $6,710-42.7% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |