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 | $6,516 | $70,606-90.8% | $53,898-87.9% | $142,382-95.4% |
| Participation rate | 81.8% | 63.7%+18.1pp | 55.0%+26.9pp | 80.1%+1.7pp |
| Annual return | 17.66% | 619.81%-602.2pp | 528.60%-510.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $975 | $1,202-18.9% | $932+4.6% | $4,299-77.3% |
| Participant deferral / active EE | $1,833 | $2,364-22.5% | $1,826+0.4% | $6,507-71.8% |
| Admin fee / account holder | $102 | $2,852-96.4% | $2,491-95.9% | $12,624-99.2% |