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 | $16,772 | $124,185-86.5% | $108,410-84.5% | $167,490-90.0% |
| Participation rate | 71.4% | 82.3%-10.9pp | 80.1%-8.7pp | 82.1%-10.7pp |
| Annual return | 27.07% | 1379.64%-1352.6pp | 905.27%-878.2pp | 478.56%-451.5pp |
| Employer contribution / active EE | $1,324 | $4,187-68.4% | $3,558-62.8% | $4,837-72.6% |
| Participant deferral / active EE | $4,711 | $6,908-31.8% | $6,563-28.2% | $6,341-25.7% |
| Admin fee / account holder | $31 | $9,455-99.7% | $7,295-99.6% | $12,309-99.7% |