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 | $6,394 | $72,071-91.1% | $68,368-90.6% | $137,256-95.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 28.20% | 353.14%-324.9pp | 292.57%-264.4pp | 220.34%-192.1pp |
| Employer contribution / active EE | $1,174 | $2,788-57.9% | $2,649-55.7% | $4,156-71.8% |
| Participant deferral / active EE | $1,492 | $4,410-66.2% | $4,123-63.8% | $6,407-76.7% |
| Admin fee / account holder | $2 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |