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 | $5,646 | $158,398-96.4% | $126,539-95.5% | $142,382-96.0% |
| Participation rate | 85.7% | 75.8%+9.9pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 27.07% | 593.76%-566.7pp | 425.95%-398.9pp | 217.08%-190.0pp |
| Employer contribution / active EE | $697 | $4,650-85.0% | $3,674-81.0% | $4,299-83.8% |
| Participant deferral / active EE | $1,167 | $4,767-75.5% | $4,083-71.4% | $6,507-82.1% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |