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 | $5,634 | $70,606-92.0% | $53,898-89.5% | $142,382-96.0% |
| Participation rate | 81.3% | 63.7%+17.5pp | 55.0%+26.3pp | 80.1%+1.1pp |
| Annual return | 18.85% | 619.81%-601.0pp | 528.60%-509.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $394 | $1,202-67.2% | $932-57.7% | $4,299-90.8% |
| Participant deferral / active EE | $1,173 | $2,364-50.4% | $1,826-35.8% | $6,507-82.0% |
| Admin fee / account holder | $185 | $2,852-93.5% | $2,491-92.6% | $12,624-98.5% |