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 | $17,370 | $106,584-83.7% | $101,326-82.9% | $142,382-87.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.21% | 36.93%-16.7pp | 36.82%-16.6pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,887 | $3,956-52.3% | $3,665-48.5% | $4,299-56.1% |
| Participant deferral / active EE | $3,480 | $8,297-58.1% | $7,994-56.5% | $6,507-46.5% |
| Admin fee / account holder | $50 | $11,446-99.6% | $11,185-99.5% | $12,624-99.6% |