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 | $21,132 | $108,172-80.5% | $77,482-72.7% | $158,922-86.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 28.11% | 31.67%-3.6pp | 54.79%-26.7pp | 302.83%-274.7pp |
| Employer contribution / active EE | $1,067 | $1,325-19.5% | $986+8.2% | $4,761-77.6% |
| Participant deferral / active EE | $5,694 | $2,456+131.8% | $1,861+206.0% | $5,982-4.8% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |