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 | $8,171 | $74,888-89.1% | $71,209-88.5% | $142,382-94.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 26.29% | 345.14%-318.9pp | 282.51%-256.2pp | 217.08%-190.8pp |
| Employer contribution / active EE | $1,787 | $2,854-37.4% | $2,721-34.3% | $4,299-58.4% |
| Participant deferral / active EE | $1,787 | $4,454-59.9% | $4,175-57.2% | $6,507-72.5% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |