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 | $25,478 | $107,334-76.3% | $92,893-72.6% | $152,861-83.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 21.85% | 145.58%-123.7pp | 109.41%-87.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $978 | $4,221-76.8% | $3,653-73.2% | $4,762-79.5% |
| Participant deferral / active EE | $3,422 | $4,845-29.4% | $4,236-19.2% | $5,850-41.5% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |