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 | $6,181 | $30,400-79.7% | $53,898-88.5% | $84,808-92.7% |
| Participation rate | 92.5% | 46.4%+46.1pp | 55.0%+37.5pp | 68.3%+24.2pp |
| Annual return | 21.60% | 500.19%-478.6pp | 528.60%-507.0pp | 40.90%-19.3pp |
| Employer contribution / active EE | $695 | $603+15.4% | $932-25.4% | $2,631-73.6% |
| Participant deferral / active EE | $1,187 | $1,199-1.0% | $1,826-35.0% | $4,212-71.8% |
| Admin fee / account holder | $91 | $1,993-95.4% | $2,491-96.3% | $7,344-98.8% |