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 | $9,152 | $114,381-92.0% | $107,525-91.5% | $142,382-93.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 27.29% | 242.71%-215.4pp | 181.32%-154.0pp | 217.08%-189.8pp |
| Employer contribution / active EE | $1,206 | $4,015-70.0% | $3,754-67.9% | $4,299-72.0% |
| Participant deferral / active EE | $1,694 | $5,564-69.5% | $5,116-66.9% | $6,507-74.0% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |