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 3-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 | $13,958 | $100,773-86.1% | $88,946-84.3% | $142,382-90.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 20.50% | 70.18%-49.7pp | 57.82%-37.3pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,060 | $2,918-63.7% | $2,555-58.5% | $4,299-75.4% |
| Participant deferral / active EE | $1,401 | $5,230-73.2% | $4,581-69.4% | $6,507-78.5% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |