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 9-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 | $55,870 | $115,770-51.7% | $101,248-44.8% | $158,922-64.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.30% | 56.14%-33.8pp | 46.47%-24.2pp | 302.83%-280.5pp |
| Employer contribution / active EE | $1,156 | $4,175-72.3% | $3,660-68.4% | $4,761-75.7% |
| Participant deferral / active EE | $5,675 | $4,957+14.5% | $4,370+29.9% | $5,982-5.1% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |