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 | $21,870 | $148,534-85.3% | $135,903-83.9% | $139,434-84.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.69% | 79.19%-56.5pp | 68.23%-45.5pp | 372.94%-350.3pp |
| Employer contribution / active EE | $1,796 | $5,243-65.7% | $4,856-63.0% | $4,751-62.2% |
| Participant deferral / active EE | $4,942 | $8,100-39.0% | $7,758-36.3% | $6,710-26.3% |
| Admin fee / account holder | $60 | $12,400-99.5% | $10,762-99.4% | $11,403-99.5% |