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 | $14,428 | $52,279-72.4% | $89,391-83.9% | $79,858-81.9% |
| Participation rate | 87.1% | 57.5%+29.6pp | 68.0%+19.1pp | 69.6%+17.5pp |
| Annual return | 43.04% | 22.16%+20.9pp | 245.62%-202.6pp | 31.71%+11.3pp |
| Employer contribution / active EE | $1,269 | $1,572-19.3% | $2,586-50.9% | $2,471-48.7% |
| Participant deferral / active EE | $3,169 | $2,740+15.6% | $3,890-18.5% | $3,740-15.3% |
| Admin fee / account holder | $46 | $3,356-98.6% | $4,881-99.1% | $5,306-99.1% |