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 | $19,729 | $148,534-86.7% | $135,903-85.5% | $139,434-85.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.27% | 79.19%-55.9pp | 68.23%-45.0pp | 372.94%-349.7pp |
| Employer contribution / active EE | $1,412 | $5,243-73.1% | $4,856-70.9% | $4,751-70.3% |
| Participant deferral / active EE | $4,031 | $8,100-50.2% | $7,758-48.0% | $6,710-39.9% |
| Admin fee / account holder | $60 | $12,400-99.5% | $10,762-99.4% | $11,403-99.5% |