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 | $9,449 | $104,974-91.0% | $95,585-90.1% | $142,382-93.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 33.15% | 210.33%-177.2pp | 38.56%-5.4pp | 217.08%-183.9pp |
| Employer contribution / active EE | $1,092 | $2,779-60.7% | $2,527-56.8% | $4,299-74.6% |
| Participant deferral / active EE | $2,796 | $4,352-35.7% | $4,023-30.5% | $6,507-57.0% |
| Admin fee / account holder | $223 | $6,386-96.5% | $6,127-96.4% | $12,624-98.2% |