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 6-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 | $29,506 | $117,381-74.9% | $99,443-70.3% | $152,861-80.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 6.75% | 31.87%-25.1pp | 30.72%-24.0pp | 345.32%-338.6pp |
| Employer contribution / active EE | $1,354 | $3,013-55.1% | $2,540-46.7% | $4,762-71.6% |
| Participant deferral / active EE | $2,417 | $4,086-40.9% | $3,619-33.2% | $5,850-58.7% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |