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 6-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 | $27,784 | $90,397-69.3% | $76,002-63.4% | $145,959-81.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.67% | 621.97%-607.3pp | 360.07%-345.4pp | 561.95%-547.3pp |
| Employer contribution / active EE | $3,114 | $3,317-6.1% | $2,688+15.8% | $4,661-33.2% |
| Participant deferral / active EE | $3,412 | $5,163-33.9% | $4,257-19.9% | $6,689-49.0% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |