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 | $15,898 | $114,381-86.1% | $107,525-85.2% | $142,382-88.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.91% | 242.71%-219.8pp | 181.32%-158.4pp | 217.08%-194.2pp |
| Employer contribution / active EE | $2,701 | $4,015-32.7% | $3,754-28.0% | $4,299-37.2% |
| Participant deferral / active EE | $2,911 | $5,564-47.7% | $5,116-43.1% | $6,507-55.3% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |