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 | $4,590 | $54,705-91.6% | $71,209-93.6% | $84,808-94.6% |
| Participation rate | 77.4% | 64.1%+13.3pp | 73.8%+3.7pp | 68.3%+9.1pp |
| Annual return | 19.97% | 35.90%-15.9pp | 282.51%-262.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $735 | $2,158-65.9% | $2,721-73.0% | $2,631-72.1% |
| Participant deferral / active EE | $883 | $3,030-70.8% | $4,175-78.8% | $4,212-79.0% |
| Admin fee / account holder | $218 | $4,863-95.5% | $5,349-95.9% | $7,344-97.0% |