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 | $6,846 | $58,208-88.2% | $81,812-91.6% | $80,856-91.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 10.90% | 41.66%-30.8pp | 773.79%-762.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,315 | $2,340-43.8% | $2,912-54.9% | $2,755-52.3% |
| Participant deferral / active EE | $1,536 | $3,281-53.2% | $4,319-64.4% | $4,296-64.2% |
| Admin fee / account holder | $266 | $4,981-94.7% | $7,386-96.4% | $6,918-96.2% |