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 4-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 | $12,688 | $74,888-83.1% | $71,209-82.2% | $142,382-91.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.44% | 345.14%-320.7pp | 282.51%-258.1pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,748 | $2,854-38.8% | $2,721-35.8% | $4,299-59.4% |
| Participant deferral / active EE | $2,836 | $4,454-36.3% | $4,175-32.1% | $6,507-56.4% |
| Admin fee / account holder | $234 | $5,568-95.8% | $5,349-95.6% | $12,624-98.1% |