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 | $28,441 | $227,553-87.5% | $189,557-85.0% | $167,490-83.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.85% | 78.40%-65.5pp | 64.17%-51.3pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,284 | $5,316-75.8% | $4,412-70.9% | $4,837-73.4% |
| Participant deferral / active EE | $1,531 | $7,002-78.1% | $6,174-75.2% | $6,341-75.9% |
| Admin fee / account holder | $246 | $11,878-97.9% | $9,807-97.5% | $12,309-98.0% |