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 | $13,290 | $30,400-56.3% | $53,898-75.3% | $84,808-84.3% |
| Participation rate | 97.2% | 46.4%+50.8pp | 55.0%+42.3pp | 68.3%+28.9pp |
| Annual return | 14.73% | 500.19%-485.5pp | 528.60%-513.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,832 | $603+204.0% | $932+96.6% | $2,631-30.4% |
| Participant deferral / active EE | $837 | $1,199-30.2% | $1,826-54.2% | $4,212-80.1% |
| Admin fee / account holder | $232 | $1,993-88.3% | $2,491-90.7% | $7,344-96.8% |