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 | $24,916 | $114,381-78.2% | $107,525-76.8% | $142,382-82.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.10% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,131 | $4,015-71.8% | $3,754-69.9% | $4,299-73.7% |
| Participant deferral / active EE | $2,739 | $5,564-50.8% | $5,116-46.5% | $6,507-57.9% |
| Admin fee / account holder | $97 | $9,860-99.0% | $8,919-98.9% | $12,624-99.2% |