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 | $21,945 | $116,167-81.1% | $64,489-66.0% | $137,256-84.0% |
| Participation rate | 85.7% | 68.2%+17.5pp | 67.7%+18.0pp | 80.0%+5.8pp |
| Annual return | 17.08% | 36.55%-19.5pp | 55.03%-37.9pp | 220.34%-203.3pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,257 | $4,215+1.0% | $2,778+53.2% | $6,407-33.6% |
| Admin fee / account holder | $111 | $6,188-98.2% | $4,260-97.4% | $12,270-99.1% |