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 | $70,606-86.8% | $53,898-82.8% | $142,382-93.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 22.35% | 619.81%-597.5pp | 528.60%-506.3pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,111 | $1,202-7.6% | $932+19.2% | $4,299-74.2% |
| Participant deferral / active EE | $1,111 | $2,364-53.0% | $1,826-39.2% | $6,507-82.9% |
| Admin fee / account holder | $147 | $2,852-94.8% | $2,491-94.1% | $12,624-98.8% |