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 9-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 | $6,776 | $35,183-80.7% | $73,545-90.8% | $70,131-90.3% |
| Participation rate | 74.1% | 42.9%+31.1pp | 54.9%+19.1pp | 69.5%+4.5pp |
| Annual return | 22.68% | 26.90%-4.2pp | -15.16%+37.8pp | 73.14%-50.5pp |
| Employer contribution / active EE | $613 | $709-13.4% | $1,219-49.7% | $2,342-73.8% |
| Participant deferral / active EE | $2,010 | $1,220+64.8% | $1,806+11.3% | $3,332-39.7% |
| Admin fee / account holder | $149 | $2,302-93.5% | $2,320-93.6% | $4,645-96.8% |