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 | $13,332 | $117,983-88.7% | $101,794-86.9% | $142,382-90.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 25.25% | 36.92%-11.7pp | 30.53%-5.3pp | 217.08%-191.8pp |
| Employer contribution / active EE | $1,348 | $2,773-51.4% | $2,289-41.1% | $4,299-68.6% |
| Participant deferral / active EE | $2,257 | $4,714-52.1% | $4,084-44.7% | $6,507-65.3% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |