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 | $6,595 | $97,125-93.2% | $86,233-92.4% | $137,256-95.2% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 21.98% | 74.19%-52.2pp | 61.39%-39.4pp | 220.34%-198.4pp |
| Employer contribution / active EE | $667 | $2,841-76.5% | $2,504-73.4% | $4,156-83.9% |
| Participant deferral / active EE | $854 | $5,180-83.5% | $4,559-81.3% | $6,407-86.7% |
| Admin fee / account holder | $18 | $9,725-99.8% | $8,342-99.8% | $12,270-99.9% |