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 | $13,498 | $104,974-87.1% | $95,585-85.9% | $142,382-90.5% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 18.89% | 210.33%-191.4pp | 38.56%-19.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $864 | $2,779-68.9% | $2,527-65.8% | $4,299-79.9% |
| Participant deferral / active EE | $2,828 | $4,352-35.0% | $4,023-29.7% | $6,507-56.5% |
| Admin fee / account holder | $81 | $6,386-98.7% | $6,127-98.7% | $12,624-99.4% |