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 | $8,788 | $109,904-92.0% | $97,167-91.0% | $145,959-94.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 14.15% | 243.43%-229.3pp | 75.27%-61.1pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,047 | $3,084-66.0% | $2,729-61.6% | $4,661-77.5% |
| Participant deferral / active EE | $1,387 | $4,676-70.3% | $4,264-67.5% | $6,689-79.3% |
| Admin fee / account holder | $34 | $6,216-99.5% | $5,650-99.4% | $13,398-99.7% |