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 | $17,761 | $72,071-75.4% | $68,368-74.0% | $137,256-87.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 30.18% | 353.14%-323.0pp | 292.57%-262.4pp | 220.34%-190.2pp |
| Employer contribution / active EE | $2,519 | $2,788-9.7% | $2,649-4.9% | $4,156-39.4% |
| Participant deferral / active EE | $4,237 | $4,410-3.9% | $4,123+2.8% | $6,407-33.9% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |