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 | $90,348-69.2% | $75,972-63.4% | $145,922-81.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.67% | 620.88%-606.2pp | 359.55%-344.9pp | 561.29%-546.6pp |
| Employer contribution / active EE | $3,114 | $3,311-5.9% | $2,685+16.0% | $4,660-33.2% |
| Participant deferral / active EE | $3,412 | $5,162-33.9% | $4,255-19.8% | $6,688-49.0% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |