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 9-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 | $6,982 | $54,705-87.2% | $71,209-90.2% | $84,808-91.8% |
| Participation rate | 96.2% | 64.1%+32.1pp | 73.8%+22.4pp | 68.3%+27.8pp |
| Annual return | 16.78% | 35.90%-19.1pp | 282.51%-265.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $428 | $2,158-80.2% | $2,721-84.3% | $2,631-83.7% |
| Participant deferral / active EE | $1,478 | $3,030-51.2% | $4,175-64.6% | $4,212-64.9% |
| Admin fee / account holder | $88 | $4,863-98.2% | $5,349-98.4% | $7,344-98.8% |