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 | $8,341 | $87,166-90.4% | $76,735-89.1% | $137,256-93.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 20.87% | 26.50%-5.6pp | 29.77%-8.9pp | 220.34%-199.5pp |
| Employer contribution / active EE | $860 | $2,904-70.4% | $2,454-64.9% | $4,156-79.3% |
| Participant deferral / active EE | $1,836 | $4,726-61.2% | $4,088-55.1% | $6,407-71.3% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |