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 3-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 | $6,232 | $95,266-93.5% | $82,389-92.4% | $142,382-95.6% |
| Participation rate | 76.5% | 74.5%+2.0pp | 69.5%+6.9pp | 80.1%-3.6pp |
| Annual return | 21.39% | 25.74%-4.3pp | 28.67%-7.3pp | 217.08%-195.7pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,824 | $4,809-62.1% | $4,155-56.1% | $6,507-72.0% |
| Admin fee / account holder | $237 | $8,563-97.2% | $7,231-96.7% | $12,624-98.1% |