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 | $23,918 | $72,071-66.8% | $68,368-65.0% | $137,256-82.6% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.0%+4.7pp |
| Annual return | 17.80% | 353.14%-335.3pp | 292.57%-274.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,194 | $2,788-57.2% | $2,649-54.9% | $4,156-71.3% |
| Participant deferral / active EE | $2,929 | $4,410-33.6% | $4,123-29.0% | $6,407-54.3% |
| Admin fee / account holder | $48 | $5,336-99.1% | $5,150-99.1% | $12,270-99.6% |