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 8-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 | $8,014 | $108,172-92.6% | $77,482-89.7% | $158,922-95.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 39.41% | 31.67%+7.7pp | 54.79%-15.4pp | 302.83%-263.4pp |
| Employer contribution / active EE | $1,145 | $1,325-13.6% | $986+16.0% | $4,761-76.0% |
| Participant deferral / active EE | $3,163 | $2,456+28.8% | $1,861+69.9% | $5,982-47.1% |
| Admin fee / account holder | $20 | $3,708-99.5% | $2,858-99.3% | $11,246-99.8% |