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 | $42,401 | $94,338-55.1% | $100,534-57.8% | $142,382-70.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 19.26% | 29.20%-9.9pp | 32.66%-13.4pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,230 | $4,237-71.0% | $4,346-71.7% | $4,299-71.4% |
| Participant deferral / active EE | $3,594 | $5,934-39.4% | $6,144-41.5% | $6,507-44.8% |
| Admin fee / account holder | $2 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |