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 4-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 | $8,645 | $74,888-88.5% | $71,209-87.9% | $142,382-93.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.37% | 345.14%-324.8pp | 282.51%-262.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $920 | $2,854-67.8% | $2,721-66.2% | $4,299-78.6% |
| Participant deferral / active EE | $1,488 | $4,454-66.6% | $4,175-64.4% | $6,507-77.1% |
| Admin fee / account holder | $31 | $5,568-99.4% | $5,349-99.4% | $12,624-99.8% |