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 7-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 | $19,938 | $112,881-82.3% | $90,951-78.1% | $158,922-87.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 27.65% | 215.79%-188.1pp | 134.60%-107.0pp | 302.83%-275.2pp |
| Employer contribution / active EE | $1,575 | $2,893-45.6% | $2,122-25.8% | $4,761-66.9% |
| Participant deferral / active EE | $8,630 | $4,128+109.1% | $3,373+155.8% | $5,982+44.3% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |