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 9-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 | $10,137 | $107,452-90.6% | $91,541-88.9% | $142,382-92.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.52% | 22.06%-7.5pp | 20.50%-6.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $731 | $2,994-75.6% | $2,505-70.8% | $4,299-83.0% |
| Participant deferral / active EE | $1,333 | $4,754-72.0% | $4,008-66.7% | $6,507-79.5% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |