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 | $11,786 | $74,888-84.3% | $71,209-83.4% | $142,382-91.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.87% | 345.14%-321.3pp | 282.51%-258.6pp | 217.08%-193.2pp |
| Employer contribution / active EE | $886 | $2,854-69.0% | $2,721-67.4% | $4,299-79.4% |
| Participant deferral / active EE | $2,181 | $4,454-51.0% | $4,175-47.8% | $6,507-66.5% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |