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 | $8,428 | $68,097-87.6% | $62,929-86.6% | $137,256-93.9% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 25.33% | 1859.11%-1833.8pp | 1063.93%-1038.6pp | 220.34%-195.0pp |
| Employer contribution / active EE | $393 | $2,811-86.0% | $2,505-84.3% | $4,156-90.5% |
| Participant deferral / active EE | $1,086 | $4,553-76.1% | $3,888-72.1% | $6,407-83.0% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |