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 | $19,971 | $100,773-80.2% | $88,946-77.5% | $142,382-86.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.00% | 70.18%-56.2pp | 57.82%-43.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,503 | $2,918-48.5% | $2,555-41.2% | $4,299-65.0% |
| Participant deferral / active EE | $1,819 | $5,230-65.2% | $4,581-60.3% | $6,507-72.1% |
| Admin fee / account holder | $103 | $9,693-98.9% | $8,261-98.8% | $12,624-99.2% |