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 | $19,919 | $159,901-87.5% | $146,958-86.4% | $145,922-86.3% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 12.76% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,542 | $5,286-70.8% | $4,933-68.7% | $4,660-66.9% |
| Participant deferral / active EE | $6,260 | $8,428-25.7% | $8,070-22.4% | $6,688-6.4% |
| Admin fee / account holder | $244 | $15,044-98.4% | $12,998-98.1% | $13,397-98.2% |