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 6-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 | $15,842 | $127,264-87.6% | $109,895-85.6% | $167,490-90.5% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.2%+9.1pp | 82.1%+1.2pp |
| Annual return | 16.73% | 22.97%-6.2pp | 29.45%-12.7pp | 478.56%-461.8pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,842-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,952 | $4,514+31.8% | $4,048+47.0% | $6,341-6.1% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |