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 4-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 | $6,838 | $100,773-93.2% | $88,946-92.3% | $142,382-95.2% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 26.92% | 70.18%-43.3pp | 57.82%-30.9pp | 217.08%-190.2pp |
| Employer contribution / active EE | $1,005 | $2,918-65.6% | $2,555-60.7% | $4,299-76.6% |
| Participant deferral / active EE | $2,322 | $5,230-55.6% | $4,581-49.3% | $6,507-64.3% |
| Admin fee / account holder | $161 | $9,693-98.3% | $8,261-98.1% | $12,624-98.7% |