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 | $15,627 | $100,773-84.5% | $88,946-82.4% | $142,382-89.0% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 30.15% | 70.18%-40.0pp | 57.82%-27.7pp | 217.08%-186.9pp |
| Employer contribution / active EE | $2,895 | $2,918-0.8% | $2,555+13.3% | $4,299-32.7% |
| Participant deferral / active EE | $3,193 | $5,230-38.9% | $4,581-30.3% | $6,507-50.9% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |