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 | $10,104 | $100,773-90.0% | $88,946-88.6% | $142,382-92.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 26.62% | 70.18%-43.6pp | 57.82%-31.2pp | 217.08%-190.5pp |
| Employer contribution / active EE | $1,248 | $2,918-57.2% | $2,555-51.2% | $4,299-71.0% |
| Participant deferral / active EE | $1,660 | $5,230-68.3% | $4,581-63.8% | $6,507-74.5% |
| Admin fee / account holder | $34 | $9,693-99.6% | $8,261-99.6% | $12,624-99.7% |