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 | $7,415 | $80,717-90.8% | $154,803-95.2% | $84,808-91.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.29% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $972 | $2,761-64.8% | $4,305-77.4% | $2,631-63.1% |
| Participant deferral / active EE | $1,279 | $3,303-61.3% | $5,540-76.9% | $4,212-69.6% |
| Admin fee / account holder | $197 | $6,746-97.1% | $14,329-98.6% | $7,344-97.3% |