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 | $18,001 | $100,773-82.1% | $88,946-79.8% | $142,382-87.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 26.87% | 70.18%-43.3pp | 57.82%-31.0pp | 217.08%-190.2pp |
| Employer contribution / active EE | $2,132 | $2,918-26.9% | $2,555-16.6% | $4,299-50.4% |
| Participant deferral / active EE | $2,640 | $5,230-49.5% | $4,581-42.4% | $6,507-59.4% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |