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 | $7,491 | $101,618-92.6% | $93,063-92.0% | $137,256-94.5% |
| Participation rate | 86.7% | 74.9%+11.7pp | 72.1%+14.6pp | 80.0%+6.7pp |
| Annual return | 22.43% | 223.95%-201.5pp | 34.15%-11.7pp | 220.34%-197.9pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,530 | $4,279-40.9% | $3,958-36.1% | $6,407-60.5% |
| Admin fee / account holder | $83 | $6,198-98.7% | $6,033-98.6% | $12,270-99.3% |