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 | $8,884 | $54,705-83.8% | $71,209-87.5% | $84,808-89.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.84% | 35.90%-19.1pp | 282.51%-265.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $490 | $2,158-77.3% | $2,721-82.0% | $2,631-81.4% |
| Participant deferral / active EE | $1,815 | $3,030-40.1% | $4,175-56.5% | $4,212-56.9% |
| Admin fee / account holder | $220 | $4,863-95.5% | $5,349-95.9% | $7,344-97.0% |