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 | $21,423 | $111,535-80.8% | $105,223-79.6% | $137,256-84.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 32.64% | 237.85%-205.2pp | 180.65%-148.0pp | 220.34%-187.7pp |
| Employer contribution / active EE | $840 | $3,939-78.7% | $3,689-77.2% | $4,156-79.8% |
| Participant deferral / active EE | $7,710 | $5,500+40.2% | $5,072+52.0% | $6,407+20.3% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |