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 | $11,926 | $112,729-89.4% | $98,716-87.9% | $137,256-91.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 27.01% | 38.48%-11.5pp | 31.81%-4.8pp | 220.34%-193.3pp |
| Employer contribution / active EE | $1,586 | $2,725-41.8% | $2,279-30.4% | $4,156-61.8% |
| Participant deferral / active EE | $1,586 | $4,640-65.8% | $4,048-60.8% | $6,407-75.2% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |