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 | $11,257 | $57,016-80.3% | $84,966-86.8% | $80,856-86.1% |
| Participation rate | 78.4% | 56.3%+22.0pp | 67.5%+10.9pp | 67.6%+10.7pp |
| Annual return | 66.37% | 21.66%+44.7pp | 66.38%0pp | 35.59%+30.8pp |
| Employer contribution / active EE | $1,299 | $1,798-27.7% | $2,727-52.4% | $2,755-52.9% |
| Participant deferral / active EE | $2,683 | $3,110-13.7% | $4,519-40.6% | $4,296-37.5% |
| Admin fee / account holder | $98 | $4,980-98.0% | $6,149-98.4% | $6,918-98.6% |