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 | $31,741 | $106,584-70.2% | $101,326-68.7% | $142,382-77.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.09% | 36.93%-16.8pp | 36.82%-16.7pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,960 | $3,956+0.1% | $3,665+8.0% | $4,299-7.9% |
| Participant deferral / active EE | $5,445 | $8,297-34.4% | $7,994-31.9% | $6,507-16.3% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |