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 | $12,132 | $51,638-76.5% | $68,368-82.3% | $82,448-85.3% |
| Participation rate | 88.9% | 63.6%+25.3pp | 73.8%+15.1pp | 68.1%+20.8pp |
| Annual return | 17.88% | 37.53%-19.7pp | 292.57%-274.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $103 | $4,643-97.8% | $5,150-98.0% | $7,234-98.6% |