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 | $42,293 | $104,664-59.6% | $85,682-50.6% | $167,490-74.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 32.30% | 21.45%+10.9pp | 21.49%+10.8pp | 478.56%-446.3pp |
| Employer contribution / active EE | $1,900 | $3,337-43.1% | $2,618-27.4% | $4,837-60.7% |
| Participant deferral / active EE | $23,250 | $4,824+381.9% | $3,923+492.7% | $6,341+266.6% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |