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 | $64,134 | $158,398-59.5% | $126,539-49.3% | $142,382-55.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.96% | 593.76%-577.8pp | 425.95%-410.0pp | 217.08%-201.1pp |
| Employer contribution / active EE | $45 | $4,650-99.0% | $3,674-98.8% | $4,299-99.0% |
| Participant deferral / active EE | $14,437 | $4,767+202.9% | $4,083+253.6% | $6,507+121.9% |
| Admin fee / account holder | $269 | $6,918-96.1% | $6,065-95.6% | $12,624-97.9% |