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 | $15,435 | $115,882-86.7% | $100,516-84.6% | $158,922-90.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 27.66% | 34.79%-7.1pp | 30.89%-3.2pp | 302.83%-275.2pp |
| Employer contribution / active EE | $2,608 | $4,103-36.4% | $3,418-23.7% | $4,761-45.2% |
| Participant deferral / active EE | $5,069 | $6,674-24.1% | $6,270-19.2% | $5,982-15.3% |
| Admin fee / account holder | $48 | $10,995-99.6% | $8,081-99.4% | $11,246-99.6% |