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 | $16,845 | $105,126-84.0% | $94,646-82.2% | $139,434-87.9% |
| Participation rate | 91.7% | 82.4%+9.3pp | 80.8%+10.8pp | 80.3%+11.3pp |
| Annual return | 25.31% | 38.03%-12.7pp | 156.71%-131.4pp | 372.94%-347.6pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,478 | $7,599-14.8% | $7,418-12.7% | $6,710-3.5% |
| Admin fee / account holder | $12 | $8,984-99.9% | $7,231-99.8% | $11,403-99.9% |