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 4-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 | $13,867 | $68,097-79.6% | $62,929-78.0% | $137,256-89.9% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 24.72% | 1859.11%-1834.4pp | 1063.93%-1039.2pp | 220.34%-195.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,730 | $4,553-40.0% | $3,888-29.8% | $6,407-57.4% |
| Admin fee / account holder | $33 | $6,521-99.5% | $5,065-99.3% | $12,270-99.7% |