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 | $43,519 | $105,931-58.9% | $81,930-46.9% | $158,922-72.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 15.56% | 38.17%-22.6pp | 29.49%-13.9pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,869 | $7,800-76.0% | $4,310-56.6% | $4,761-60.7% |
| Participant deferral / active EE | $5,777 | $13,003-55.6% | $7,107-18.7% | $5,982-3.4% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |