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 | $95,266-91.2% | $82,389-89.9% | $142,382-94.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.87% | 25.74%-4.9pp | 28.67%-7.8pp | 217.08%-196.2pp |
| Employer contribution / active EE | $860 | $2,991-71.2% | $2,517-65.8% | $4,299-80.0% |
| Participant deferral / active EE | $1,836 | $4,809-61.8% | $4,155-55.8% | $6,507-71.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |