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 | $19,924 | $108,919-81.7% | $100,391-80.2% | $145,922-86.3% |
| Participation rate | 94.1% | 82.9%+11.2pp | 81.5%+12.6pp | 80.3%+13.8pp |
| Annual return | 12.07% | 57.88%-45.8pp | 49.20%-37.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,888 | $4,419-57.3% | $3,942-52.1% | $4,660-59.5% |
| Participant deferral / active EE | $2,619 | $8,445-69.0% | $8,082-67.6% | $6,688-60.8% |
| Admin fee / account holder | $107 | $9,689-98.9% | $7,899-98.6% | $13,397-99.2% |