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 | $15,314 | $100,773-84.8% | $88,946-82.8% | $142,382-89.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.79% | 70.18%-53.4pp | 57.82%-41.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,820 | $2,918-37.6% | $2,555-28.8% | $4,299-57.7% |
| Participant deferral / active EE | $3,120 | $5,230-40.3% | $4,581-31.9% | $6,507-52.1% |
| Admin fee / account holder | $58 | $9,693-99.4% | $8,261-99.3% | $12,624-99.5% |