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 | $26,408 | $108,912-75.8% | $100,383-73.7% | $145,959-81.9% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 15.73% | 57.96%-42.2pp | 49.26%-33.5pp | 561.95%-546.2pp |
| Employer contribution / active EE | $3,589 | $4,423-18.9% | $3,944-9.0% | $4,661-23.0% |
| Participant deferral / active EE | $4,002 | $8,451-52.6% | $8,086-50.5% | $6,689-40.2% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |