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 | $5,400 | $70,756-92.4% | $65,493-91.8% | $142,382-96.2% |
| Participation rate | 90.9% | 77.4%+13.5pp | 73.1%+17.8pp | 80.1%+10.8pp |
| Annual return | 21.02% | 1754.89%-1733.9pp | 982.45%-961.4pp | 217.08%-196.1pp |
| Employer contribution / active EE | $620 | $2,881-78.5% | $2,574-75.9% | $4,299-85.6% |
| Participant deferral / active EE | $1,244 | $4,637-73.2% | $3,961-68.6% | $6,507-80.9% |
| Admin fee / account holder | $268 | $6,559-95.9% | $5,028-94.7% | $12,624-97.9% |