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 5-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 | $16,321 | $111,535-85.4% | $105,223-84.5% | $137,256-88.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.74% | 237.85%-218.1pp | 180.65%-160.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,318 | $3,939-66.5% | $3,689-64.3% | $4,156-68.3% |
| Participant deferral / active EE | $2,226 | $5,500-59.5% | $5,072-56.1% | $6,407-65.3% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |