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 | $18,374 | $102,604-82.1% | $86,188-78.7% | $139,434-86.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 18.73% | 1922.51%-1903.8pp | 1168.45%-1149.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,335 | $3,032-23.0% | $2,380-1.9% | $4,751-50.8% |
| Participant deferral / active EE | $1,611 | $4,676-65.5% | $3,985-59.6% | $6,710-76.0% |
| Admin fee / account holder | $102 | $8,657-98.8% | $6,852-98.5% | $11,403-99.1% |