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 | $25,799 | $149,734-82.8% | $118,925-78.3% | $158,922-83.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 25.63% | 19.95%+5.7pp | 35.88%-10.2pp | 302.83%-277.2pp |
| Employer contribution / active EE | $2,943 | $4,115-28.5% | $3,263-9.8% | $4,761-38.2% |
| Participant deferral / active EE | $4,606 | $5,223-11.8% | $4,265+8.0% | $5,982-23.0% |
| Admin fee / account holder | $100 | $8,603-98.8% | $6,581-98.5% | $11,246-99.1% |