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 | $17,642 | $148,534-88.1% | $135,903-87.0% | $139,434-87.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.81% | 79.19%-44.4pp | 68.23%-33.4pp | 372.94%-338.1pp |
| Employer contribution / active EE | $1,777 | $5,243-66.1% | $4,856-63.4% | $4,751-62.6% |
| Participant deferral / active EE | $5,411 | $8,100-33.2% | $7,758-30.2% | $6,710-19.4% |
| Admin fee / account holder | $11 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |