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 8-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 | $27,287 | $107,452-74.6% | $91,541-70.2% | $142,382-80.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.92% | 22.06%-3.1pp | 20.50%-1.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,935 | $2,994-35.4% | $2,505-22.7% | $4,299-55.0% |
| Participant deferral / active EE | $4,575 | $4,754-3.8% | $4,008+14.1% | $6,507-29.7% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |