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 | $21,088 | $118,427-82.2% | $66,042-68.1% | $142,382-85.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 20.27% | 35.57%-15.3pp | 52.11%-31.8pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,750 | $2,570-31.9% | $1,579+10.8% | $4,299-59.3% |
| Participant deferral / active EE | $6,563 | $4,311+52.2% | $2,835+131.5% | $6,507+0.9% |
| Admin fee / account holder | $0 | $9,593-100.0% | $5,747-100.0% | $12,624-100.0% |