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 | $23,912 | $176,056-86.4% | $159,436-85.0% | $167,490-85.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.32% | 331.75%-320.4pp | 263.57%-252.2pp | 478.56%-467.2pp |
| Employer contribution / active EE | $5,500 | $5,297+3.8% | $4,829+13.9% | $4,837+13.7% |
| Participant deferral / active EE | $8,313 | $7,750+7.3% | $7,352+13.1% | $6,341+31.1% |
| Admin fee / account holder | $8 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |