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 8-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 | $7,515 | $72,071-89.6% | $68,368-89.0% | $137,256-94.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 15.13% | 353.14%-338.0pp | 292.57%-277.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $473 | $2,788-83.0% | $2,649-82.2% | $4,156-88.6% |
| Participant deferral / active EE | $2,000 | $4,410-54.7% | $4,123-51.5% | $6,407-68.8% |
| Admin fee / account holder | $272 | $5,336-94.9% | $5,150-94.7% | $12,270-97.8% |