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 | $22,742 | $118,849-80.9% | $96,562-76.4% | $167,490-86.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.99% | 50.49%-30.5pp | 37.78%-17.8pp | 478.56%-458.6pp |
| Employer contribution / active EE | $1,270 | $3,120-59.3% | $2,356-46.1% | $4,837-73.7% |
| Participant deferral / active EE | $5,377 | $4,616+16.5% | $3,849+39.7% | $6,341-15.2% |
| Admin fee / account holder | $284 | $8,065-96.5% | $6,181-95.4% | $12,309-97.7% |