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 | $7,454 | $54,705-86.4% | $71,209-89.5% | $84,808-91.2% |
| Participation rate | 88.0% | 64.1%+24.0pp | 73.8%+14.3pp | 68.3%+19.7pp |
| Annual return | 22.08% | 35.90%-13.8pp | 282.51%-260.4pp | 40.90%-18.8pp |
| Employer contribution / active EE | $603 | $2,158-72.1% | $2,721-77.8% | $2,631-77.1% |
| Participant deferral / active EE | $2,219 | $3,030-26.8% | $4,175-46.9% | $4,212-47.3% |
| Admin fee / account holder | $231 | $4,863-95.3% | $5,349-95.7% | $7,344-96.9% |