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 | $9,532 | $48,795-80.5% | $65,493-85.4% | $84,808-88.8% |
| Participation rate | 74.7% | 67.0%+7.7pp | 73.1%+1.6pp | 68.3%+6.4pp |
| Annual return | 15.53% | 20.20%-4.7pp | 982.45%-966.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $700 | $1,930-63.7% | $2,574-72.8% | $2,631-73.4% |
| Participant deferral / active EE | $1,587 | $2,928-45.8% | $3,961-59.9% | $4,212-62.3% |
| Admin fee / account holder | $92 | $3,877-97.6% | $5,028-98.2% | $7,344-98.8% |