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 | $14,480 | $48,795-70.3% | $65,493-77.9% | $84,808-82.9% |
| Participation rate | 96.0% | 67.0%+29.0pp | 73.1%+22.9pp | 68.3%+27.7pp |
| Annual return | 22.27% | 20.20%+2.1pp | 982.45%-960.2pp | 40.90%-18.6pp |
| Employer contribution / active EE | $456 | $1,930-76.4% | $2,574-82.3% | $2,631-82.7% |
| Participant deferral / active EE | $2,294 | $2,928-21.7% | $3,961-42.1% | $4,212-45.5% |
| Admin fee / account holder | $205 | $3,877-94.7% | $5,028-95.9% | $7,344-97.2% |