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 4-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 | $10,233 | $111,535-90.8% | $105,223-90.3% | $137,256-92.5% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.0%+3.5pp | 80.0%-1.4pp |
| Annual return | 29.50% | 237.85%-208.4pp | 180.65%-151.2pp | 220.34%-190.8pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,644 | $5,500-33.7% | $5,072-28.2% | $6,407-43.1% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |