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 | $15,994 | $107,334-85.1% | $92,893-82.8% | $152,861-89.5% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 22.32% | 145.58%-123.3pp | 109.41%-87.1pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,774 | $4,221-58.0% | $3,653-51.4% | $4,762-62.8% |
| Participant deferral / active EE | $1,840 | $4,845-62.0% | $4,236-56.6% | $5,850-68.5% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |