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 | $48,795-79.5% | $65,493-84.8% | $84,808-88.2% |
| Participation rate | 89.8% | 67.0%+22.8pp | 73.1%+16.7pp | 68.3%+21.5pp |
| Annual return | 20.20% | 20.20%0pp | 982.45%-962.2pp | 40.90%-20.7pp |
| Employer contribution / active EE | $405 | $1,930-79.0% | $2,574-84.3% | $2,631-84.6% |
| Participant deferral / active EE | $2,213 | $2,928-24.4% | $3,961-44.1% | $4,212-47.4% |
| Admin fee / account holder | $189 | $3,877-95.1% | $5,028-96.2% | $7,344-97.4% |