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 | $104,974-91.9% | $95,585-91.1% | $142,382-94.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 23.92% | 210.33%-186.4pp | 38.56%-14.6pp | 217.08%-193.2pp |
| Employer contribution / active EE | $1,881 | $2,779-32.3% | $2,527-25.6% | $4,299-56.3% |
| Participant deferral / active EE | $1,719 | $4,352-60.5% | $4,023-57.3% | $6,507-73.6% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |