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 4-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 | $11,364 | $106,515-89.3% | $96,683-88.2% | $139,434-91.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 35.16% | 38.43%-3.3pp | 35.69%-0.5pp | 372.94%-337.8pp |
| Employer contribution / active EE | $2,402 | $4,103-41.4% | $3,737-35.7% | $4,751-49.4% |
| Participant deferral / active EE | $2,688 | $5,454-50.7% | $4,878-44.9% | $6,710-59.9% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |