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 | $9,986 | $47,479-79.0% | $62,929-84.1% | $82,448-87.9% |
| Participation rate | 89.8% | 66.9%+22.9pp | 73.1%+16.7pp | 68.1%+21.7pp |
| Annual return | 20.20% | 20.34%-0.1pp | 1063.93%-1043.7pp | 41.64%-21.4pp |
| Employer contribution / active EE | $405 | $1,885-78.5% | $2,505-83.8% | $2,551-84.1% |
| Participant deferral / active EE | $2,213 | $2,870-22.9% | $3,888-43.1% | $4,139-46.5% |
| Admin fee / account holder | $189 | $3,804-95.0% | $5,065-96.3% | $7,234-97.4% |