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 | $31,167 | $123,909-74.8% | $69,647-55.3% | $145,922-78.6% |
| Participation rate | 83.3% | 69.2%+14.1pp | 66.5%+16.9pp | 80.3%+3.1pp |
| Annual return | 9.78% | 190.55%-180.8pp | 100.48%-90.7pp | 561.29%-551.5pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,094 | $4,236+43.9% | $2,886+111.2% | $6,688-8.9% |
| Admin fee / account holder | $123 | $7,863-98.4% | $4,713-97.4% | $13,397-99.1% |