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 | $26,030 | $124,319-79.1% | $111,297-76.6% | $167,490-84.5% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 24.67% | 37.44%-12.8pp | 54.65%-30.0pp | 478.56%-453.9pp |
| Employer contribution / active EE | $11,034 | $3,435+221.2% | $2,731+304.0% | $4,837+128.1% |
| Participant deferral / active EE | $5,871 | $5,180+13.3% | $4,487+30.8% | $6,341-7.4% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |