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 5-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 | $32,227 | $106,515-69.7% | $96,683-66.7% | $139,434-76.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.77% | 38.43%-16.7pp | 35.69%-13.9pp | 372.94%-351.2pp |
| Employer contribution / active EE | $2,700 | $4,103-34.2% | $3,737-27.7% | $4,751-43.2% |
| Participant deferral / active EE | $4,798 | $5,454-12.0% | $4,878-1.7% | $6,710-28.5% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |