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 | $97,125-85.6% | $86,233-83.8% | $137,256-89.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 20.50% | 74.19%-53.7pp | 61.39%-40.9pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,060 | $2,841-62.7% | $2,504-57.7% | $4,156-74.5% |
| Participant deferral / active EE | $1,401 | $5,180-73.0% | $4,559-69.3% | $6,407-78.1% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |