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 3-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 | $26,824 | $74,888-64.2% | $71,209-62.3% | $142,382-81.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.39% | 345.14%-324.8pp | 282.51%-262.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,984 | $2,854+4.5% | $2,721+9.7% | $4,299-30.6% |
| Participant deferral / active EE | $8,446 | $4,454+89.6% | $4,175+102.3% | $6,507+29.8% |
| Admin fee / account holder | $2 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |