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 7-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 | $18,092 | $173,345-89.6% | $136,007-86.7% | $145,922-87.6% |
| Participation rate | 80.0% | 80.5%-0.5pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 16.64% | 1163.32%-1146.7pp | 579.32%-562.7pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,753 | $5,278-66.8% | $4,217-58.4% | $4,660-62.4% |
| Participant deferral / active EE | $5,337 | $8,699-38.7% | $7,025-24.0% | $6,688-20.2% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,397-100.0% |