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 | $8,502 | $101,618-91.6% | $93,063-90.9% | $137,256-93.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 23.92% | 223.95%-200.0pp | 34.15%-10.2pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,881 | $2,707-30.5% | $2,476-24.0% | $4,156-54.7% |
| Participant deferral / active EE | $1,719 | $4,279-59.8% | $3,958-56.6% | $6,407-73.2% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |