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 7-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 | $13,722 | $67,823-79.8% | $52,425-73.8% | $137,256-90.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 18.29% | 219.11%-200.8pp | 302.12%-283.8pp | 220.34%-202.1pp |
| Employer contribution / active EE | $776 | $1,163-33.3% | $914-15.2% | $4,156-81.3% |
| Participant deferral / active EE | $953 | $2,288-58.3% | $1,790-46.8% | $6,407-85.1% |
| Admin fee / account holder | $53 | $2,844-98.1% | $2,495-97.9% | $12,270-99.6% |