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 6-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 | $17,092 | $118,849-85.6% | $96,562-82.3% | $167,490-89.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 18.40% | 50.49%-32.1pp | 37.78%-19.4pp | 478.56%-460.2pp |
| Employer contribution / active EE | $4,212 | $3,120+35.0% | $2,356+78.7% | $4,837-12.9% |
| Participant deferral / active EE | $3,960 | $4,616-14.2% | $3,849+2.9% | $6,341-37.6% |
| Admin fee / account holder | $5 | $8,065-99.9% | $6,181-99.9% | $12,309-100.0% |