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 7-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 | $10,658 | $100,970-89.4% | $96,576-89.0% | $137,256-92.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.20% | 38.16%-19.0pp | 38.47%-19.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,462 | $3,809-61.6% | $3,553-58.9% | $4,156-64.8% |
| Participant deferral / active EE | $2,967 | $8,286-64.2% | $7,956-62.7% | $6,407-53.7% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |