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 | $31,019 | $74,888-58.6% | $71,209-56.4% | $142,382-78.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.50% | 345.14%-324.6pp | 282.51%-262.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,489 | $2,854-47.8% | $2,721-45.3% | $4,299-65.4% |
| Participant deferral / active EE | $3,423 | $4,454-23.2% | $4,175-18.0% | $6,507-47.4% |
| Admin fee / account holder | $118 | $5,568-97.9% | $5,349-97.8% | $12,624-99.1% |