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 | $24,006 | $112,096-78.6% | $95,952-75.0% | $158,922-84.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.85% | 171.09%-153.2pp | 91.61%-73.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $2,398 | $3,198-25.0% | $2,541-5.6% | $4,761-49.6% |
| Participant deferral / active EE | $5,779 | $4,784+20.8% | $4,167+38.7% | $5,982-3.4% |
| Admin fee / account holder | $96 | $10,130-99.1% | $6,795-98.6% | $11,246-99.2% |