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 | $24,891 | $85,022-70.7% | $70,515-64.7% | $139,434-82.1% |
| Participation rate | 80.0% | 73.9%+6.1pp | 68.3%+11.7pp | 80.3%-0.3pp |
| Annual return | 19.28% | 30.38%-11.1pp | 32.77%-13.5pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,702 | $3,909-30.9% | $2,973-9.1% | $4,751-43.1% |
| Participant deferral / active EE | $5,610 | $5,890-4.8% | $4,567+22.9% | $6,710-16.4% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |