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 | $8,136 | $60,892-86.6% | $82,389-90.1% | $84,808-90.4% |
| Participation rate | 92.5% | 63.3%+29.2pp | 69.5%+22.9pp | 68.3%+24.1pp |
| Annual return | 20.55% | 37.29%-16.7pp | 28.67%-8.1pp | 40.90%-20.3pp |
| Employer contribution / active EE | $670 | $1,779-62.4% | $2,517-73.4% | $2,631-74.5% |
| Participant deferral / active EE | $1,415 | $3,179-55.5% | $4,155-65.9% | $4,212-66.4% |
| Admin fee / account holder | $106 | $5,467-98.1% | $7,231-98.5% | $7,344-98.6% |