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 | $9,288 | $67,823-86.3% | $52,425-82.3% | $137,256-93.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 22.35% | 219.11%-196.8pp | 302.12%-279.8pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,111 | $1,163-4.5% | $914+21.5% | $4,156-73.3% |
| Participant deferral / active EE | $1,111 | $2,288-51.4% | $1,790-37.9% | $6,407-82.7% |
| Admin fee / account holder | $147 | $2,844-94.8% | $2,495-94.1% | $12,270-98.8% |