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 | $16,912 | $210,648-92.0% | $177,989-90.5% | $145,922-88.4% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 10.78% | 385.86%-375.1pp | 294.48%-283.7pp | 561.29%-550.5pp |
| Employer contribution / active EE | $908 | $4,565-80.1% | $3,949-77.0% | $4,660-80.5% |
| Participant deferral / active EE | $1,521 | $6,958-78.1% | $6,276-75.8% | $6,688-77.3% |
| Admin fee / account holder | $54 | $12,013-99.5% | $10,363-99.5% | $13,397-99.6% |