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 | $16,269 | $96,635-83.2% | $86,612-81.2% | $139,434-88.3% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 30.87% | 106.41%-75.5pp | 591.07%-560.2pp | 372.94%-342.1pp |
| Employer contribution / active EE | $2,517 | $3,263-22.9% | $3,022-16.7% | $4,751-47.0% |
| Participant deferral / active EE | $3,017 | $4,836-37.6% | $4,438-32.0% | $6,710-55.0% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |