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 | $14,152 | $74,888-81.1% | $71,209-80.1% | $142,382-90.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 22.63% | 345.14%-322.5pp | 282.51%-259.9pp | 217.08%-194.4pp |
| Employer contribution / active EE | $433 | $2,854-84.8% | $2,721-84.1% | $4,299-89.9% |
| Participant deferral / active EE | $2,408 | $4,454-45.9% | $4,175-42.3% | $6,507-63.0% |
| Admin fee / account holder | $218 | $5,568-96.1% | $5,349-95.9% | $12,624-98.3% |