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 | $13,839 | $104,664-86.8% | $85,682-83.8% | $167,490-91.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 40.25% | 21.45%+18.8pp | 21.49%+18.8pp | 478.56%-438.3pp |
| Employer contribution / active EE | $585 | $3,337-82.5% | $2,618-77.7% | $4,837-87.9% |
| Participant deferral / active EE | $6,763 | $4,824+40.2% | $3,923+72.4% | $6,341+6.7% |
| Admin fee / account holder | $51 | $10,032-99.5% | $6,873-99.3% | $12,309-99.6% |